Cypress Capital Management (Delaware)’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
– Sell
-9,559
Closed -$428K – 174
2021
Q1
$428K Hold
9,559
– – 0.06% 137
2020
Q4
$452K Hold
9,559
– – 0.06% 133
2020
Q3
$385K Sell
9,559
-1,666
-15% -$71.6K 0.06% 134
2020
Q2
$474K Hold
11,225
– – 0.08% 121
2020
Q1
$457K Hold
11,225
– – 0.09% 116
2019
Q4
$527K Hold
11,225
– – 0.08% 121
2019
Q3
$503K Buy
+11,225
New +$482K 0.08% 118

Other funds holding WTRG

Cypress Capital Management (Delaware)'s WTRG Position: Q2 2021 in Review

Cypress Capital Management (Delaware) sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 9,559 shares — an estimated $428K sold.

Cypress Capital Management (Delaware) first reported a position in WTRG in Q3 2019 and held it in 7 quarters. The position peaked at $527K in Q4 2019. 589 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

  • Cypress Capital Management (Delaware) reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 9,559 Essential Utilities shares in Q2 2021, an estimated $428K.
  • Cypress Capital Management (Delaware) first reported a position in Essential Utilities in Q3 2019 and held it in 7 quarters.
  • Cypress Capital Management (Delaware)'s Essential Utilities position peaked at $527K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q2 2021, filed 12 Aug 2021.