Capital Research Global Investors
HTO

Capital Research Global Investors’s H2O America HTO Stock Holding History

Capital Research Global Investors’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
Q1 		– Sell
-242,255
Closed -$15.8M – 429
2023
Q4 		$15.8M Hold
242,255
– – ﹤0.01% 371
2023
Q3 		$14.6M Hold
242,255
– – ﹤0.01% 376
2023
Q2 		$17M Sell
242,255
-102,745
-30% -$7.76M ﹤0.01% 367
2023
Q1 		$26.3M Hold
345,000
– – 0.01% 361
2022
Q4 		$28M Buy
345,000
+183,000
+113% +$13.1M 0.01% 367
2022
Q3 		$9.33M Buy
+162,000
New +$10.4M ﹤0.01% 392

Other funds holding HTO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Capital Research Global Investors's HTO Position: Q1 2024 in Review

Capital Research Global Investors sold out of H2O America (HTO) in Q1 2024, closing a stake of 242,255 shares — an estimated $15.8M sold.

Capital Research Global Investors first reported a position in HTO in Q3 2022 and held it in 6 quarters. The position peaked at $28M in Q4 2022. 229 funds tracked by Wall St. Rank hold HTO as of Q1 2024.

  • Capital Research Global Investors reported no remaining H2O America position as of Q1 2024 after selling out during the quarter.
  • Capital Research Global Investors sold 242,255 H2O America shares in Q1 2024, an estimated $15.8M.
  • Capital Research Global Investors first reported a position in H2O America in Q3 2022 and held it in 6 quarters.
  • Capital Research Global Investors's H2O America position peaked at $28M in Q4 2022.
  • 229 funds tracked by Wall St. Rank held H2O America as of Q1 2024.

Based on Capital Research Global Investors's 13F filing for Q1 2024, filed 14 May 2024.