Eudaimonia Partners’s Essential Utilities WTRG Stock Holding History

Eudaimonia 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 Q2	–	Sell	-1,154	Closed	-$52K	–	1379
2021 Q1	$52K	Buy	1,154 +2	+0.2%	+$90	0.01%	630
2020 Q4	$54K	Buy	1,152 +2	+0.2%	+$89	0.01%	593
2020 Q3	$46K	Hold	1,150	–	–	0.01%	578
2020 Q2	$49K	Hold	1,150	–	–	0.02%	510
2020 Q1	$47K	Hold	1,150	–	–	0.02%	478
2019 Q4	$54K	Buy	+1,150	New	+$51.8K	0.02%	476

Other funds holding WTRG

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

Eudaimonia Partners's WTRG Position: Q2 2021 in Review

Eudaimonia Partners sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 1,154 shares — an estimated $52K sold.

Eudaimonia Partners first reported a position in WTRG in Q4 2019 and held it in 6 quarters. The position peaked at $54K in Q4 2020. 588 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

Eudaimonia Partners reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 1,154 Essential Utilities shares in Q2 2021, an estimated $52K.
Eudaimonia Partners first reported a position in Essential Utilities in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's Essential Utilities position peaked at $54K in Q4 2020.
588 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.