EARNEST Partners’s Essential Utilities WTRG Stock Holding History

EARNEST Partners’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
2021 Q4	–	Sell	-175	Closed	-$8K	–	1206
2021 Q3	$8K	Hold	175	–	–	﹤0.01%	728
2021 Q2	$8K	Hold	175	–	–	﹤0.01%	732
2021 Q1	$8K	Hold	175	–	–	﹤0.01%	716
2020 Q4	$8K	Hold	175	–	–	﹤0.01%	702
2020 Q3	$7K	Hold	175	–	–	﹤0.01%	673
2020 Q2	$7K	Hold	175	–	–	﹤0.01%	663
2020 Q1	$7K	Hold	175	–	–	﹤0.01%	602
2019 Q4	$8K	Hold	175	–	–	﹤0.01%	645
2019 Q3	$8K	Hold	175	–	–	﹤0.01%	636
2019 Q2	$7K	Hold	175	–	–	﹤0.01%	682
2019 Q1	$6K	Hold	175	–	–	﹤0.01%	712
2018 Q4	$6K	Hold	175	–	–	﹤0.01%	677
2018 Q3	$6K	Hold	175	–	–	﹤0.01%	731
2018 Q2	$6K	Hold	175	–	–	﹤0.01%	724
2018 Q1	$6K	Hold	175	–	–	﹤0.01%	708
2017 Q4	$7K	Buy	+175	New	+$6.38K	﹤0.01%	657
2017 Q1	–	Sell	-175	Closed	-$5K	–	918
2016 Q4	$5K	Buy	+175	New	+$5.22K	﹤0.01%	699

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners's WTRG Position: Q4 2021 in Review

EARNEST Partners sold out of Essential Utilities (WTRG) in Q4 2021, closing a stake of 175 shares — an estimated $8K sold.

EARNEST Partners first reported a position in WTRG in Q4 2016 and held it in 17 quarters. The position peaked at $8K in Q3 2021. 646 funds tracked by Wall St. Rank hold WTRG as of Q4 2021.

EARNEST Partners reported no remaining Essential Utilities position as of Q4 2021 after selling out during the quarter.
EARNEST Partners sold 175 Essential Utilities shares in Q4 2021, an estimated $8K.
EARNEST Partners first reported a position in Essential Utilities in Q4 2016 and held it in 17 quarters.
EARNEST Partners's Essential Utilities position peaked at $8K in Q3 2021.
646 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2021.

Based on EARNEST Partners's 13F filing for Q4 2021, filed 7 Feb 2022.