Birch Capital Management’s Essential Utilities WTRG Stock Holding History

Birch Capital Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,169	Closed	-$53.6K	–	116
2022 Q2	$53.6K	Hold	1,169	–	–	0.04%	76
2022 Q1	$60K	Hold	1,169	–	–	0.04%	77
2021 Q4	$63K	Hold	1,169	–	–	0.04%	76
2021 Q3	$54K	Sell	1,169 -3,701	-76%	-$179K	0.04%	74
2021 Q2	$223K	Hold	4,870	–	–	0.15%	59
2021 Q1	$218K	Sell	4,870 -2,303	-32%	-$104K	0.16%	59
2020 Q4	$339K	Sell	7,173 -5,149	-42%	-$229K	0.26%	53
2020 Q3	$496K	Hold	12,322	–	–	0.43%	42
2020 Q2	$520K	Hold	12,322	–	–	0.49%	41
2020 Q1	$502K	Sell	12,322 -3,712	-23%	-$175K	0.58%	38
2019 Q4	$753K	Buy	+16,034	New	+$722K	0.74%	40

Other funds holding WTRG

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

Birch Capital Management's WTRG Position: Q3 2022 in Review

Birch Capital Management sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 1,169 shares — an estimated $53.6K sold.

Birch Capital Management first reported a position in WTRG in Q4 2019 and held it in 11 quarters. The position peaked at $753K in Q4 2019. 637 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

Birch Capital Management reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
Birch Capital Management sold 1,169 Essential Utilities shares in Q3 2022, an estimated $53.6K.
Birch Capital Management first reported a position in Essential Utilities in Q4 2019 and held it in 11 quarters.
Birch Capital Management's Essential Utilities position peaked at $753K in Q4 2019.
637 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Birch Capital Management's 13F filing for Q3 2022, filed 6 Oct 2022.