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Contravisory Investment Management’s Essential Utilities WTRG Stock Holding History

Contravisory 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
-2,783
Closed -$112K – 279
2020
Q3 		$112K Hold
2,783
– – 0.04% 182
2020
Q2 		$122K Buy
+2,783
New +$118K 0.04% 184
2016
Q4 		– Sell
-191,357
Closed -$5.83M – 329
2016
Q3 		$5.83M Sell
191,357
-9,546
-5% -$309K 1.88% 36
2016
Q2 		$7.16M Buy
+200,903
New +$6.54M 2.2% 22

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBC Group
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
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Contravisory Investment Management sold out of Essential Utilities (WTRG) in Q4 2020, closing a stake of 2,783 shares — an estimated $112K sold.

Contravisory Investment Management first reported a position in WTRG in Q2 2016 and held it in 4 quarters. The position peaked at $7.16M in Q2 2016. 597 funds tracked by Wall St. Rank hold WTRG as of Q4 2020.

  • Contravisory Investment Management reported no remaining Essential Utilities position as of Q4 2020 after selling out during the quarter.
  • Contravisory Investment Management sold 2,783 Essential Utilities shares in Q4 2020, an estimated $112K.
  • Contravisory Investment Management first reported a position in Essential Utilities in Q2 2016 and held it in 4 quarters.
  • Contravisory Investment Management's Essential Utilities position peaked at $7.16M in Q2 2016.
  • 597 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2020.

Based on Contravisory Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.