Credit Suisse’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $14.9M | Buy |
402,188
+4,221
| +1% | +$153K | 0.01% | 745 |
|
|
2023
Q4 | $14.9M | Buy |
397,967
+11,701
| +3% | +$408K | 0.01% | 757 |
|
|
2023
Q3 | $13.3M | Sell |
386,266
-8,846
| -2% | -$343K | 0.01% | 787 |
|
|
2023
Q2 | $15.8M | Sell |
395,112
-166,445
| -30% | -$6.98M | 0.02% | 746 |
|
|
2023
Q1 | $24.5M | Buy |
561,557
+196,259
| +54% | +$8.85M | 0.02% | 610 |
|
|
2022
Q4 | $17.4M | Buy |
365,298
+40,316
| +12% | +$1.82M | 0.02% | 715 |
|
|
2022
Q3 | $13.4M | Buy |
324,982
+24,037
| +8% | +$1.16M | 0.02% | 794 |
|
|
2022
Q2 | $13.8M | Buy |
300,945
+8,146
| +3% | +$378K | 0.01% | 812 |
|
|
2022
Q1 | $15M | Sell |
292,799
-199,362
| -41% | -$9.62M | 0.01% | 875 |
|
|
2021
Q4 | $26.4M | Buy |
492,161
+38,741
| +9% | +$1.88M | 0.01% | 956 |
|
|
2021
Q3 | $20.9M | Buy |
453,420
+7,727
| +2% | +$374K | 0.01% | 1065 |
|
|
2021
Q2 | $20.6M | Sell |
445,693
-37,566
| -8% | -$1.76M | 0.01% | 1130 |
|
|
2021
Q1 | $21.6M | Sell |
483,259
-142,812
| -23% | -$6.45M | 0.01% | 1117 |
|
|
2020
Q4 | $29.6M | Buy |
626,071
+387,424
| +162% | +$17.2M | 0.01% | 960 |
|
|
2020
Q3 | $9.61M | Sell |
238,647
-25,367
| -10% | -$1.09M | 0.01% | 1395 |
|
|
2020
Q2 | $11.2M | Sell |
264,014
-65,596
| -20% | -$2.77M | 0.01% | 1242 |
|
|
2020
Q1 | $13.4M | Sell |
329,610
-47,623
| -13% | -$2.25M | 0.01% | 1031 |
|
|
2019
Q4 | $17.7M | Buy |
377,233
+90,333
| +31% | +$4.07M | 0.01% | 1100 |
|
|
2019
Q3 | $12.9M | Buy |
286,900
+96,220
| +50% | +$4.13M | 0.01% | 1170 |
|
|
2019
Q2 | $7.89M | Buy |
190,680
+37,734
| +25% | +$1.47M | 0.01% | 1458 |
|
|
2019
Q1 | $5.57M | Buy |
152,946
+7,373
| +5% | +$260K | 0.01% | 1644 |
|
|
2018
Q4 | $4.98M | Sell |
145,573
-20,400
| -12% | -$707K | 0.01% | 1582 |
|
|
2018
Q3 | $6.13M | Buy |
165,973
+10,462
| +7% | +$387K | 0.01% | 1569 |
|
|
2018
Q2 | $5.47M | Sell |
155,511
-11,244
| -7% | -$385K | 0.01% | 1664 |
|
|
2018
Q1 | $5.68M | Sell |
166,755
-27,063
| -14% | -$942K | 0.01% | 1631 |
|
|
2017
Q4 | $7.6M | Buy |
193,818
+18,759
| +11% | +$684K | 0.01% | 1467 |
|
|
2017
Q3 | $5.81M | Buy |
175,059
+34,149
| +24% | +$1.14M | 0.01% | 1653 |
|
|
2017
Q2 | $4.69M | Sell |
140,910
-23,037
| -14% | -$755K | ﹤0.01% | 1667 |
|
|
2017
Q1 | $5.27M | Sell |
163,947
-35,973
| -18% | -$1.1M | ﹤0.01% | 1618 |
|
|
2016
Q4 | $6M | Sell |
199,920
-101,415
| -34% | -$3.02M | 0.01% | 1525 |
|
|
2016
Q3 | $9.19M | Buy |
301,335
+35,750
| +13% | +$1.16M | 0.01% | 1259 |
|
|
2016
Q2 | $9.47M | Sell |
265,585
-29,167
| -10% | -$950K | 0.01% | 1192 |
|
|
2016
Q1 | $9.38M | Sell |
294,752
-99,992
| -25% | -$3.09M | 0.01% | 1147 |
|
|
2015
Q4 | $11.8M | Buy |
394,744
+10,413
| +3% | +$300K | 0.01% | 1059 |
|
|
2015
Q3 | $10.2M | Buy |
384,331
+26,076
| +7% | +$667K | 0.01% | 1108 |
|
|
2015
Q2 | $8.77M | Buy |
358,255
+13,263
| +4% | +$348K | 0.01% | 1343 |
|
|
2015
Q1 | $9.09M | Sell |
344,992
-8,205
| -2% | -$218K | 0.01% | 1259 |
|
|
2014
Q4 | $9.43M | Buy |
353,197
+31,749
| +10% | +$816K | 0.01% | 1328 |
|
|
2014
Q3 | $7.56M | Sell |
321,448
-19,222
| -6% | -$469K | 0.01% | 1469 |
|
|
2014
Q2 | $8.93M | Buy |
340,670
+68,087
| +25% | +$1.71M | 0.01% | 1481 |
|
|
2014
Q1 | $6.83M | Buy |
272,583
+4,491
| +2% | +$108K | 0.01% | 1512 |
|
|
2013
Q4 | $6.32M | Sell |
268,092
-29,830
| -10% | -$727K | 0.01% | 1633 |
|
|
2013
Q3 | $7.37M | Buy |
297,922
+144,787
| +95% | +$3.69M | 0.01% | 1337 |
|
|
2013
Q2 | $3.83M | Buy |
+153,135
| New | +$3.89M | ﹤0.01% | 1801 |
|
Other funds holding WTRG
Credit Suisse's WTRG Position: Q1 2024 in Review
Credit Suisse increased its Essential Utilities (WTRG) stake by 1.1% in Q1 2024, buying an estimated $153K and bringing the position to 402,188 shares worth $14.9M. The position accounts for 0.01% of the portfolio, ranked #745.
Credit Suisse first reported a position in WTRG in Q2 2013 and has held it in 44 quarters since. The position peaked at $29.6M in Q4 2020. 593 funds tracked by Wall St. Rank hold WTRG as of Q1 2024.
- Credit Suisse held 402,188 shares of Essential Utilities worth $14.9M as of Q1 2024.
- Credit Suisse bought 4,221 Essential Utilities shares in Q1 2024, an estimated $153K.
- Essential Utilities made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #745 holding.
- Credit Suisse first reported a position in Essential Utilities in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's Essential Utilities position peaked at $29.6M in Q4 2020.
- 593 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.