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Bell Investment Advisors’s Middlesex Water MSEX Stock Holding History

Bell Investment Advisors’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16
Closed -$1.05K – 1932
2023
Q4 		$1.05K Buy
16
+1
+7% +$66 ﹤0.01% 1578
2023
Q3 		$994 Sell
15
-10
-40% -$770 ﹤0.01% 1577
2023
Q2 		$2.02K Buy
25
+2
+9% +$157 ﹤0.01% 1296
2023
Q1 		$1.8K Sell
23
-10
-30% -$807 ﹤0.01% 1318
2022
Q4 		$2.6K Buy
33
+3
+10% +$260 ﹤0.01% 1150
2022
Q3 		$2K Buy
30
+19
+173% +$1.7K ﹤0.01% 1157
2022
Q2 		$1K Buy
+11
New +$986 ﹤0.01% 1505
2021
Q4 		$1K Sell
9
-3
-25% -$319 ﹤0.01% 1518
2021
Q3 		$1K Buy
+12
New +$1.23K ﹤0.01% 1467

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Bell Investment Advisors's MSEX Position: Q1 2024 in Review

Bell Investment Advisors sold out of Middlesex Water (MSEX) in Q1 2024, closing a stake of 16 shares — an estimated $1.05K sold.

Bell Investment Advisors first reported a position in MSEX in Q3 2021 and held it in 9 quarters. The position peaked at $2.6K in Q4 2022. 191 funds tracked by Wall St. Rank hold MSEX as of Q1 2024.

  • Bell Investment Advisors reported no remaining Middlesex Water position as of Q1 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 16 Middlesex Water shares in Q1 2024, an estimated $1.05K.
  • Bell Investment Advisors first reported a position in Middlesex Water in Q3 2021 and held it in 9 quarters.
  • Bell Investment Advisors's Middlesex Water position peaked at $2.6K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.