EIM
AQUA

Essex Investment Management’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Essex Investment Management’s Portfolio AQUA Stock Details AQUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-169,457
Closed -$8.43M – 424
2023
Q1 		$8.43M Sell
169,457
-27,668
-14% -$1.29M 1.22% 13
2022
Q4 		$7.81M Sell
197,125
-7,779
-4% -$306K 1.22% 14
2022
Q3 		$6.78M Buy
204,904
+13,682
+7% +$497K 1.08% 14
2022
Q2 		$6.22M Sell
191,222
-3,835
-2% -$146K 1% 19
2022
Q1 		$9.16M Sell
195,057
-10,245
-5% -$437K 1.14% 11
2021
Q4 		$9.6M Sell
205,302
-2,478
-1% -$108K 1.1% 14
2021
Q3 		$7.8M Sell
207,780
-17,652
-8% -$638K 0.96% 17
2021
Q2 		$7.62M Buy
225,432
+150,804
+202% +$4.54M 0.89% 14
2021
Q1 		$1.96M Buy
74,628
+13,846
+23% +$369K 0.24% 144
2020
Q4 		$1.64M Sell
60,782
-679
-1% -$16.8K 0.2% 161
2020
Q3 		$1.3M Sell
61,461
-14,379
-19% -$287K 0.19% 179
2020
Q2 		$1.41M Sell
75,840
-3,559
-4% -$58.9K 0.23% 143
2020
Q1 		$890K Sell
79,399
-4,772
-6% -$89.8K 0.18% 170
2019
Q4 		$1.59M Buy
84,171
+3,788
+5% +$67.9K 0.2% 174
2019
Q3 		$1.37M Buy
+80,383
New +$1.21M 0.2% 166

Other funds holding AQUA

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Essex Investment Management's AQUA Position: Q2 2023 in Review

Essex Investment Management sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 169,457 shares — an estimated $8.43M sold.

Essex Investment Management first reported a position in AQUA in Q3 2019 and held it in 15 quarters. The position peaked at $9.6M in Q4 2021. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.

  • Essex Investment Management reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Essex Investment Management sold 169,457 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $8.43M.
  • Essex Investment Management first reported a position in Evoqua Water Technologies Corp. Common Stock in Q3 2019 and held it in 15 quarters.
  • Essex Investment Management's Evoqua Water Technologies Corp. Common Stock position peaked at $9.6M in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.

Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.