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Carmichael Hill & Associates’s Essential Utilities WTRG Stock Holding History

Carmichael Hill & Associates’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-25
Closed -$1K – 877
2022
Q2 		$1K Buy
+25
New +$1.16K ﹤0.01% 802
2020
Q1 		– Sell
-49
Closed -$2K – 721
2019
Q4 		$2K Buy
+49
New +$2.21K ﹤0.01% 651

Other funds holding WTRG

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carmichael Hill & Associates's WTRG Position: Q3 2022 in Review

Carmichael Hill & Associates sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

Carmichael Hill & Associates first reported a position in WTRG in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

  • Carmichael Hill & Associates reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 25 Essential Utilities shares in Q3 2022, an estimated $1K.
  • Carmichael Hill & Associates first reported a position in Essential Utilities in Q4 2019 and held it in 2 quarters.
  • Carmichael Hill & Associates's Essential Utilities position peaked at $2K in Q4 2019.
  • 636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Carmichael Hill & Associates's 13F filing for Q3 2022, filed 10 Nov 2022.