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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return