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Capital Advisors Ltd’s York Water YORW Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$1K Sell
30
-8
-21% -$258 ﹤0.01% 1318
2025
Q4 		$1K Sell
38
-250
-87% -$8K ﹤0.01% 1309
2025
Q3 		$9K Buy
288
+271
+1,594% +$8.41K ﹤0.01% 833
2025
Q2 		$1K Hold
17
– – ﹤0.01% 1296
2025
Q1 		$1K Sell
17
-89
-84% -$2.9K ﹤0.01% 1299
2024
Q4 		$3K Buy
+106
New +$3.78K ﹤0.01% 1039
2024
Q1 		– Sell
-53
Closed -$2K – 1576
2023
Q4 		$2K Sell
53
-13
-20% -$490 ﹤0.01% 1068
2023
Q3 		$2K Buy
+66
New +$2.7K ﹤0.01% 1058
2023
Q1 		– Sell
-18
Closed -$1K – 1596
2022
Q4 		$1K Buy
+18
New +$782 ﹤0.01% 1134

Other funds holding YORW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM