C
YORW icon

Covestor’s York Water YORW Stock Holding History

Covestor’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
Q1 		$0 Buy
12
+2
+20% +$65 ﹤0.01% 2862
2025
Q4 		$0 Buy
10
+9
+900% +$288 ﹤0.01% 2834
2025
Q3 		$0 Hold
1
– – ﹤0.01% 2880
2025
Q2 		$0 Hold
1
– – ﹤0.01% 2841
2025
Q1 		$0 Hold
1
– – ﹤0.01% 2813
2024
Q4 		$0 Sell
1
-25
-96% -$891 ﹤0.01% 2830
2024
Q3 		$1K Buy
+26
New +$1.01K ﹤0.01% 2130
2022
Q3 		– Sell
-8
Closed – – 2710
2022
Q2 		$0 Sell
8
-9
-53% -$364 ﹤0.01% 2450
2022
Q1 		$1K Buy
17
+1
+6% +$45 ﹤0.01% 1998
2021
Q4 		$1K Buy
+16
New +$763 ﹤0.01% 2000

Other funds holding YORW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM