Conestoga Capital Advisors’s Essential Utilities WTRG Stock Holding History

Conestoga Capital Advisors’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
2024 Q3	–	Sell	-6,937	Closed	-$259K	–	132
2024 Q2	$259K	Sell	6,937 -6,150	-47%	-$228K	﹤0.01%	122
2024 Q1	$485K	Hold	13,087	–	–	0.01%	111
2023 Q4	$489K	Buy	13,087 +3,150	+32%	+$110K	0.01%	112
2023 Q3	$341K	Buy	9,937 +2,600	+35%	+$101K	0.01%	117
2023 Q2	$293K	Sell	7,337 -700	-9%	-$29.4K	﹤0.01%	118
2023 Q1	$351K	Hold	8,037	–	–	0.01%	117
2022 Q4	$384K	Buy	8,037 +1,800	+29%	+$81.5K	0.01%	112
2022 Q3	$258K	Hold	6,237	–	–	0.01%	131
2022 Q2	$286K	Hold	6,237	–	–	0.01%	131
2022 Q1	$319K	Buy	6,237 +150	+2%	+$7.24K	﹤0.01%	131
2021 Q4	$327K	Hold	6,087	–	–	﹤0.01%	134
2021 Q3	$280K	Hold	6,087	–	–	﹤0.01%	139
2021 Q2	$278K	Hold	6,087	–	–	﹤0.01%	135
2021 Q1	$272K	Hold	6,087	–	–	﹤0.01%	130
2020 Q4	$288K	Hold	6,087	–	–	﹤0.01%	135
2020 Q3	$245K	Hold	6,087	–	–	﹤0.01%	138
2020 Q2	$257K	Hold	6,087	–	–	0.01%	141
2020 Q1	$248K	Hold	6,087	–	–	0.01%	130
2019 Q4	$286K	Hold	6,087	–	–	0.01%	137
2019 Q3	$273K	Hold	6,087	–	–	0.01%	130
2019 Q2	$252K	Hold	6,087	–	–	0.01%	135
2019 Q1	$222K	Buy	6,087 +200	+3%	+$7.05K	0.01%	141
2018 Q4	$201K	Buy	+5,887	New	+$204K	0.01%	126

Other funds holding WTRG

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Conestoga Capital Advisors's WTRG Position: Q3 2024 in Review

Conestoga Capital Advisors sold out of Essential Utilities (WTRG) in Q3 2024, closing a stake of 6,937 shares — an estimated $259K sold.

Conestoga Capital Advisors first reported a position in WTRG in Q4 2018 and held it in 23 quarters. The position peaked at $489K in Q4 2023. 628 funds tracked by Wall St. Rank hold WTRG as of Q3 2024.

Conestoga Capital Advisors reported no remaining Essential Utilities position as of Q3 2024 after selling out during the quarter.
Conestoga Capital Advisors sold 6,937 Essential Utilities shares in Q3 2024, an estimated $259K.
Conestoga Capital Advisors first reported a position in Essential Utilities in Q4 2018 and held it in 23 quarters.
Conestoga Capital Advisors's Essential Utilities position peaked at $489K in Q4 2023.
628 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2024.

Based on Conestoga Capital Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.