Crewe Advisors’s Middlesex Water MSEX Stock Holding History

Crewe Advisors’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
2023 Q4	–	Sell	-2	Closed	-$133	–	597
2023 Q3	$133	Hold	2	–	–	﹤0.01%	497
2023 Q2	$162	Buy	+2	New	+$157	﹤0.01%	749

Other funds holding MSEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crewe Advisors's MSEX Position: Q4 2023 in Review

Crewe Advisors sold out of Middlesex Water (MSEX) in Q4 2023, closing a stake of 2 shares — an estimated $133 sold.

Crewe Advisors first reported a position in MSEX in Q2 2023 and held it in 2 quarters. The position peaked at $162 in Q2 2023. 191 funds tracked by Wall St. Rank hold MSEX as of Q4 2023.

Crewe Advisors reported no remaining Middlesex Water position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 2 Middlesex Water shares in Q4 2023, an estimated $133.
Crewe Advisors first reported a position in Middlesex Water in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Middlesex Water position peaked at $162 in Q2 2023.
191 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.