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Brandywine Global Investment Management’s York Water YORW Stock Holding History

Brandywine Global Investment Management’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,200
Closed -$520K – 727
2024
Q3 		$520K Sell
14,200
-22,200
-61% -$861K ﹤0.01% 628
2024
Q2 		$1.35M Sell
36,400
-4,900
-12% -$178K 0.01% 602
2024
Q1 		$1.5M Hold
41,300
– – 0.01% 595
2023
Q4 		$1.6M Sell
41,300
-8,200
-17% -$309K 0.01% 597
2023
Q3 		$1.86M Buy
49,500
+900
+2% +$36.8K 0.02% 559
2023
Q2 		$2.01M Buy
+48,600
New +$2.11M 0.02% 545

Other funds holding YORW

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Brandywine Global Investment Management sold out of York Water (YORW) in Q4 2024, closing a stake of 14,200 shares — an estimated $520K sold.

Brandywine Global Investment Management first reported a position in YORW in Q2 2023 and held it in 6 quarters. The position peaked at $2.01M in Q2 2023. 152 funds tracked by Wall St. Rank hold YORW as of Q4 2024.

  • Brandywine Global Investment Management reported no remaining York Water position as of Q4 2024 after selling out during the quarter.
  • Brandywine Global Investment Management sold 14,200 York Water shares in Q4 2024, an estimated $520K.
  • Brandywine Global Investment Management first reported a position in York Water in Q2 2023 and held it in 6 quarters.
  • Brandywine Global Investment Management's York Water position peaked at $2.01M in Q2 2023.
  • 152 funds tracked by Wall St. Rank held York Water as of Q4 2024.

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