Centersquare Investment Management’s Essential Utilities WTRG Stock Holding History

Centersquare Investment Management’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
2020 Q4	–	Sell	-1,235	Closed	-$50K	–	127
2020 Q3	$50K	Buy	1,235 +895	+263%	+$38.4K	﹤0.01%	105
2020 Q2	$14K	Hold	340	–	–	﹤0.01%	117
2020 Q1	$14K	Sell	340 -435	-56%	-$20.5K	﹤0.01%	125
2019 Q4	$36K	Hold	775	–	–	﹤0.01%	133
2019 Q3	$35K	Hold	775	–	–	﹤0.01%	96
2019 Q2	$32K	Buy	+775	New	+$30.2K	﹤0.01%	100

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Centersquare Investment Management's WTRG Position: Q4 2020 in Review

Centersquare Investment Management sold out of Essential Utilities (WTRG) in Q4 2020, closing a stake of 1,235 shares — an estimated $50K sold.

Centersquare Investment Management first reported a position in WTRG in Q2 2019 and held it in 6 quarters. The position peaked at $50K in Q3 2020. 598 funds tracked by Wall St. Rank hold WTRG as of Q4 2020.

Centersquare Investment Management reported no remaining Essential Utilities position as of Q4 2020 after selling out during the quarter.
Centersquare Investment Management sold 1,235 Essential Utilities shares in Q4 2020, an estimated $50K.
Centersquare Investment Management first reported a position in Essential Utilities in Q2 2019 and held it in 6 quarters.
Centersquare Investment Management's Essential Utilities position peaked at $50K in Q3 2020.
598 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2020.

Based on Centersquare Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.