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Brandywine Global Investment Management’s California Water Service CWT Stock Holding History

Brandywine Global Investment Management’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,900
Closed -$633K – 601
2024
Q3 		$633K Hold
11,900
– – ﹤0.01% 623
2024
Q2 		$577K Hold
11,900
– – ﹤0.01% 651
2024
Q1 		$553K Buy
+11,900
New +$558K ﹤0.01% 664
2023
Q4 		– Sell
-11,470
Closed -$543K – 704
2023
Q3 		$543K Hold
11,470
– – ﹤0.01% 649
2023
Q2 		$592K Buy
+11,470
New +$644K ﹤0.01% 654

Other funds holding CWT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brandywine Global Investment Management's CWT Position: Q4 2024 in Review

Brandywine Global Investment Management sold out of California Water Service (CWT) in Q4 2024, closing a stake of 11,900 shares — an estimated $633K sold.

Brandywine Global Investment Management first reported a position in CWT in Q2 2023 and held it in 5 quarters. The position peaked at $633K in Q3 2024. 323 funds tracked by Wall St. Rank hold CWT as of Q4 2024.

  • Brandywine Global Investment Management reported no remaining California Water Service position as of Q4 2024 after selling out during the quarter.
  • Brandywine Global Investment Management sold 11,900 California Water Service shares in Q4 2024, an estimated $633K.
  • Brandywine Global Investment Management first reported a position in California Water Service in Q2 2023 and held it in 5 quarters.
  • Brandywine Global Investment Management's California Water Service position peaked at $633K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held California Water Service as of Q4 2024.

Based on Brandywine Global Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.