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Desjardins Global Asset Management’s Essential Utilities WTRG Stock Holding History

Desjardins Global Asset Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$125K Buy
3,342
+45
+1% +$1.57K 0.01% 428
2023
Q3 		$113K Buy
+3,297
New +$128K 0.01% 448

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Desjardins Global Asset Management's WTRG Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Essential Utilities (WTRG) stake by 1.4% in Q4 2023, buying an estimated $1.57K and bringing the position to 3,342 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #428.

Desjardins Global Asset Management first reported a position in WTRG in Q3 2023 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold WTRG as of Q4 2023.

  • Desjardins Global Asset Management held 3,342 shares of Essential Utilities worth $125K as of Q4 2023.
  • Desjardins Global Asset Management bought 45 Essential Utilities shares in Q4 2023, an estimated $1.57K.
  • Essential Utilities made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #428 holding.
  • Desjardins Global Asset Management first reported a position in Essential Utilities in Q3 2023 and has held it in 2 quarters since.
  • 621 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.