Boston Partners’s H2O America HTO Stock Holding History

Boston Partners’s Portfolio HTO Stock Details HTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,551	Closed	-$597K	–	784
2024 Q1	$597K	Buy	+10,551	New	+$626K	﹤0.01%	668

Other funds holding HTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners's HTO Position: Q2 2024 in Review

Boston Partners sold out of H2O America (HTO) in Q2 2024, closing a stake of 10,551 shares — an estimated $597K sold.

Boston Partners first reported a position in HTO in Q1 2024 and held it in 1 quarter. The position peaked at $597K in Q1 2024. 229 funds tracked by Wall St. Rank hold HTO as of Q2 2024.

Boston Partners reported no remaining H2O America position as of Q2 2024 after selling out during the quarter.
Boston Partners sold 10,551 H2O America shares in Q2 2024, an estimated $597K.
Boston Partners first reported a position in H2O America in Q1 2024 and held it in 1 quarter.
Boston Partners's H2O America position peaked at $597K in Q1 2024.
229 funds tracked by Wall St. Rank held H2O America as of Q2 2024.

Based on Boston Partners's 13F filing for Q2 2024, filed 14 Aug 2024.