CRM
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Cramer Rosenthal McGlynn’s Middlesex Water MSEX Stock Holding History

Cramer Rosenthal McGlynn’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.87M Sell
93,657
-11,409
-11% -$601K 0.36% 74
2025
Q4 		$5.3M Sell
105,066
-4,350
-4% -$234K 0.34% 72
2025
Q3 		$5.92M Sell
109,416
-1,254
-1% -$67.1K 0.37% 75
2025
Q2 		$6M Sell
110,670
-38,277
-26% -$2.27M 0.41% 73
2025
Q1 		$9.55M Buy
148,947
+46,562
+45% +$2.53M 0.69% 55
2024
Q4 		$5.39M Sell
102,385
-3,394
-3% -$213K 0.3% 81
2024
Q3 		$6.9M Sell
105,779
-30,697
-22% -$1.9M 0.38% 79
2024
Q2 		$7.13M Buy
+136,476
New +$7.09M 0.42% 80

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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