CJL
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Cyrus J. Lawrence’s Consolidated Water Co CWCO Stock Holding History

Cyrus J. Lawrence’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,000
Closed -$58K – 173
2024
Q1 		$58K Buy
+2,000
New +$61.4K 0.01% 107
2023
Q3 		$56K Hold
2,000
– – 0.02% 95
2023
Q2 		$48 Hold
2,000
– – 0.01% 106
2023
Q1 		$33K Hold
2,000
– – 0.01% 117
2022
Q4 		$30K Hold
2,000
– – 0.01% 144
2022
Q3 		$31K Hold
2,000
– – 0.01% 132
2022
Q2 		$29K Hold
2,000
– – 0.01% 175
2022
Q1 		$22K Buy
+2,000
New +$20.3K 0.01% 204

Other funds holding CWCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return