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Cliff Asness’s York Water YORW Stock Holding History

Cliff Asness’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
Q2 		$8.5M Buy
277,196
+159,506
+136% +$4.79M ﹤0.01% 1674
2026
Q1 		$3.58M Buy
117,690
+9,445
+9% +$305K ﹤0.01% 1960
2025
Q4 		$3.45M Buy
108,245
+20,371
+23% +$652K ﹤0.01% 1796
2025
Q3 		$2.67M Buy
87,874
+68,804
+361% +$2.13M ﹤0.01% 1803
2025
Q2 		$603K Buy
+19,070
New +$637K ﹤0.01% 2509
2025
Q1 		– Sell
-10,401
Closed -$340K – 3207
2024
Q4 		$340K Sell
10,401
-8,172
-44% -$291K ﹤0.01% 2445
2024
Q3 		$696K Sell
18,573
-5,061
-21% -$196K ﹤0.01% 2027
2024
Q2 		$877K Buy
23,634
+3,294
+16% +$119K ﹤0.01% 1808
2024
Q1 		$738K Sell
20,340
-9,908
-33% -$357K ﹤0.01% 1810
2023
Q4 		$1.17M Sell
30,248
-5,982
-17% -$225K ﹤0.01% 1544
2023
Q3 		$1.36M Sell
36,230
-6,196
-15% -$253K ﹤0.01% 1484
2023
Q2 		$1.75M Buy
42,426
+4,301
+11% +$187K ﹤0.01% 1321
2023
Q1 		$1.7M Buy
38,125
+33,376
+703% +$1.49M ﹤0.01% 1317
2022
Q4 		$214K Sell
4,749
-7,580
-61% -$329K ﹤0.01% 2065
2022
Q3 		$474K Buy
+12,329
New +$529K ﹤0.01% 1808
2021
Q1 		– Sell
-5,182
Closed -$241K – 2274
2020
Q4 		$241K Sell
5,182
-4,290
-45% -$196K ﹤0.01% 2034
2020
Q3 		$400K Buy
9,472
+1,541
+19% +$70.6K ﹤0.01% 1821
2020
Q2 		$380K Buy
7,931
+745
+10% +$32.3K ﹤0.01% 1832
2020
Q1 		$312K Buy
+7,186
New +$326K ﹤0.01% 1753

Other funds holding YORW

ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cliff Asness's YORW Position: Q2 2026 in Review

Cliff Asness increased its York Water (YORW) stake by 136% in Q2 2026, buying an estimated $4.79M and bringing the position to 277,196 shares worth $8.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Cliff Asness first reported a position in YORW in Q1 2020 and has held it in 19 quarters since. 167 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Cliff Asness held 277,196 shares of York Water worth $8.5M as of Q2 2026.
  • Cliff Asness bought 159,506 York Water shares in Q2 2026, an estimated $4.79M.
  • York Water made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1674 holding.
  • Cliff Asness first reported a position in York Water in Q1 2020 and has held it in 19 quarters since.
  • 167 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.