Crawford Fund Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,000	Closed	-$345K	–	224
2025 Q4	$345K	Sell	9,000 -28,500	-76%	-$1.12M	0.05%	179
2025 Q3	$1.5M	Sell	37,500 -68,000	-64%	-$2.59M	0.24%	111
2025 Q2	$3.92M	Buy	105,500 +27,900	+36%	+$1.09M	0.73%	42
2025 Q1	$3.07M	Buy	77,600 +12,900	+20%	+$474K	0.73%	46
2024 Q4	$2.35M	Buy	64,700 +8,200	+15%	+$318K	0.41%	79
2024 Q3	$2.18M	Sell	56,500 -6,700	-11%	-$263K	0.47%	70
2024 Q2	$2.36M	Sell	63,200 -22,800	-27%	-$846K	0.6%	63
2024 Q1	$3.19M	Sell	86,000 -35,500	-29%	-$1.29M	0.76%	49
2023 Q4	$4.54M	Buy	+121,500	New	+$4.24M	0.9%	33