Column Capital Advisors’s York Water YORW Stock Holding History

Column Capital Advisors’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
2023 Q3	$37.5K	Hold	1,000	–	–	0.01%	356
2023 Q2	$41.3K	Hold	1,000	–	–	0.01%	349
2023 Q1	$44.7K	Hold	1,000	–	–	0.01%	339
2022 Q4	$45K	Hold	1,000	–	–	0.01%	313
2022 Q3	$38K	Hold	1,000	–	–	0.01%	312
2022 Q2	$40K	Hold	1,000	–	–	0.01%	310
2022 Q1	$45K	Hold	1,000	–	–	0.01%	304
2021 Q4	$50K	Hold	1,000	–	–	0.01%	299
2021 Q3	$44K	Hold	1,000	–	–	0.01%	288
2021 Q2	$45K	Hold	1,000	–	–	0.01%	292
2021 Q1	$49K	Hold	1,000	–	–	0.01%	273
2020 Q4	$47K	Hold	1,000	–	–	0.01%	283
2020 Q3	$42K	Hold	1,000	–	–	0.01%	274
2020 Q2	$47K	Hold	1,000	–	–	0.02%	258
2020 Q1	$43K	Hold	1,000	–	–	0.02%	220
2019 Q4	$46K	Buy	+1,000	New	+$43.9K	0.02%	254

Other funds holding YORW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Column Capital Advisors's YORW Position: Q3 2023 in Review

Column Capital Advisors held its York Water (YORW) position steady in Q3 2023 at 1,000 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #356.

Column Capital Advisors first reported a position in YORW in Q4 2019 and has held it in 16 quarters since. The position peaked at $50K in Q4 2021. 137 funds tracked by Wall St. Rank hold YORW as of Q3 2023.

Column Capital Advisors held 1,000 shares of York Water worth $37.5K as of Q3 2023.
Column Capital Advisors left its York Water share count unchanged in Q3 2023.
York Water made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #356 holding.
Column Capital Advisors first reported a position in York Water in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's York Water position peaked at $50K in Q4 2021.
137 funds tracked by Wall St. Rank held York Water as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.