Brandywine Global Investment Management’s American States Water AWR Stock Holding History

Brandywine Global Investment Management’s Portfolio AWR Stock Details AWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,300	Closed	-$623K	–	571
2024 Q3	$623K	Hold	7,300	–	–	﹤0.01%	624
2024 Q2	$530K	Hold	7,300	–	–	﹤0.01%	653
2024 Q1	$527K	Buy	+7,300	New	+$544K	﹤0.01%	665
2023 Q4	–	Sell	-7,080	Closed	-$557K	–	692
2023 Q3	$557K	Hold	7,080	–	–	﹤0.01%	647
2023 Q2	$616K	Buy	+7,080	New	+$634K	0.01%	653

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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