ESB
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Essex Savings Bank’s American States Water AWR Stock Holding History

Essex Savings Bank’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,512
Closed -$273K – 300
2024
Q4 		$273K Buy
+3,512
New +$292K 0.07% 222
2022
Q1 		– Sell
-2,152
Closed -$223K – 226
2021
Q4 		$223K Buy
+2,152
New +$203K 0.08% 202
2019
Q3 		– Sell
-2,152
Closed -$162K – 212
2019
Q2 		$162K Hold
2,152
– – 0.06% 256
2019
Q1 		$153K Hold
2,152
– – 0.09% 165
2018
Q4 		$144K Buy
+2,152
New +$138K 0.09% 165

Other funds holding AWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return