Echo Street Capital Management’s Essential Utilities WTRG Stock Holding History

Echo Street Capital 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 Q3	–	Sell	-11,533	Closed	-$460K	–	595
2023 Q2	$460K	Sell	11,533 -1,029	-8%	-$43.2K	﹤0.01%	286
2023 Q1	$548K	Buy	+12,562	New	+$567K	﹤0.01%	241
2022 Q4	–	Sell	-6,048	Closed	-$250K	–	670
2022 Q3	$250K	Buy	+6,048	New	+$293K	﹤0.01%	445
2021 Q2	–	Sell	-13,709	Closed	-$613K	–	712
2021 Q1	$613K	Sell	13,709 -2,079	-13%	-$93.9K	0.01%	258
2020 Q4	$747K	Buy	+15,788	New	+$701K	0.01%	204

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 $155B AUM 29.93% 1-Year Est. Return

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Echo Street Capital Management's WTRG Position: Q3 2023 in Review

Echo Street Capital Management sold out of Essential Utilities (WTRG) in Q3 2023, closing a stake of 11,533 shares — an estimated $460K sold.

Echo Street Capital Management first reported a position in WTRG in Q4 2020 and held it in 5 quarters. The position peaked at $747K in Q4 2020. 582 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

Echo Street Capital Management reported no remaining Essential Utilities position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 11,533 Essential Utilities shares in Q3 2023, an estimated $460K.
Echo Street Capital Management first reported a position in Essential Utilities in Q4 2020 and held it in 5 quarters.
Echo Street Capital Management's Essential Utilities position peaked at $747K in Q4 2020.
582 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.