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Eagle Ridge Investment Management’s Essential Utilities WTRG Stock Holding History

Eagle Ridge Investment 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
2022
Q2 		– Sell
-6,580
Closed -$336K – 163
2022
Q1 		$336K Hold
6,580
– – 0.04% 123
2021
Q4 		$353K Sell
6,580
-121
-2% -$5.88K 0.04% 121
2021
Q3 		$309K Hold
6,701
– – 0.03% 120
2021
Q2 		$306K Hold
6,701
– – 0.04% 115
2021
Q1 		$300K Sell
6,701
-14,469
-68% -$653K 0.04% 114
2020
Q4 		$1M Hold
21,170
– – 0.13% 74
2020
Q3 		$852K Sell
21,170
-49
-0.2% -$2.1K 0.12% 75
2020
Q2 		$896K Sell
21,219
-963
-4% -$40.7K 0.14% 68
2020
Q1 		$903K Sell
22,182
-810
-4% -$38.2K 0.16% 67
2019
Q4 		$1.08M Hold
22,992
– – 0.14% 72
2019
Q3 		$1.03M Buy
22,992
+781
+4% +$33.5K 0.15% 73
2019
Q2 		$919K Hold
22,211
– – 0.13% 79
2019
Q1 		$809K Sell
22,211
-795
-3% -$28K 0.12% 83
2018
Q4 		$787K Hold
23,006
– – 0.13% 83
2018
Q3 		$849K Sell
23,006
-350
-1% -$12.9K 0.12% 88
2018
Q2 		$822K Sell
23,356
-70
-0.3% -$2.4K 0.12% 86
2018
Q1 		$798K Sell
23,426
-870
-4% -$30.3K 0.12% 87
2017
Q4 		$953K Hold
24,296
– – 0.15% 83
2017
Q3 		$806K Buy
+24,296
New +$814K 0.13% 86

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Ridge Investment Management's WTRG Position: Q2 2022 in Review

Eagle Ridge Investment Management sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 6,580 shares — an estimated $336K sold.

Eagle Ridge Investment Management first reported a position in WTRG in Q3 2017 and held it in 19 quarters. The position peaked at $1.08M in Q4 2019. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

  • Eagle Ridge Investment Management reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 6,580 Essential Utilities shares in Q2 2022, an estimated $336K.
  • Eagle Ridge Investment Management first reported a position in Essential Utilities in Q3 2017 and held it in 19 quarters.
  • Eagle Ridge Investment Management's Essential Utilities position peaked at $1.08M in Q4 2019.
  • 634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2022, filed 19 Jul 2022.