BBR Partners’s York Water YORW Stock Holding History

BBR Partners’s Portfolio YORW Stock Details YORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-9,386	Closed	-$410K	–	242
2021 Q3	$410K	Buy	+9,386	New	+$450K	0.03%	148

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BBR Partners's YORW Position: Q4 2021 in Review

BBR Partners sold out of York Water (YORW) in Q4 2021, closing a stake of 9,386 shares — an estimated $410K sold.

BBR Partners first reported a position in YORW in Q3 2021 and held it in 1 quarter. The position peaked at $410K in Q3 2021. 130 funds tracked by Wall St. Rank hold YORW as of Q4 2021.

BBR Partners reported no remaining York Water position as of Q4 2021 after selling out during the quarter.
BBR Partners sold 9,386 York Water shares in Q4 2021, an estimated $410K.
BBR Partners first reported a position in York Water in Q3 2021 and held it in 1 quarter.
BBR Partners's York Water position peaked at $410K in Q3 2021.
130 funds tracked by Wall St. Rank held York Water as of Q4 2021.

Based on BBR Partners's 13F filing for Q4 2021, filed 8 Feb 2022.