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DZ Bank’s
York Water
YORW
Stock Holding History
DZ Bank’s Portfolio
YORW Stock Details
YORW Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-2,000
Closed
-$74.9K
–
1053
2024
Q3
$74.9K
Hold
2,000
–
–
﹤0.01%
913
2024
Q2
$74.2K
Hold
2,000
–
–
﹤0.01%
942
2024
Q1
$72.5K
Sell
2,000
-1,300
-39%
-$46.9K
﹤0.01%
959
2023
Q4
$127K
Hold
3,300
–
–
﹤0.01%
883
2023
Q3
$124K
Hold
3,300
–
–
﹤0.01%
873
2023
Q2
$136K
Hold
3,300
–
–
﹤0.01%
878
2023
Q1
$148K
Hold
3,300
–
–
﹤0.01%
882
2022
Q4
$148K
Hold
3,300
–
–
﹤0.01%
889
2022
Q3
$127K
Buy
3,300
+2,400
+267%
+$103K
﹤0.01%
897
2022
Q2
$36.4K
Buy
+900
New
+$36.4K
﹤0.01%
976
Other funds holding YORW
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
ZP
Zimmer Partners
New York
$4.08B AUM
14.2%
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
ProShare Advisors
Bethesda, Maryland
$67.5B AUM
28.09%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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