Evelyn V. Moreno’s Essential Utilities WTRG Stock Holding History

Evelyn V. Moreno’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
2022 Q2	–	Sell	-4,118	Closed	-$211K	–	164
2022 Q1	$211K	Buy	+4,118	New	+$199K	0.04%	103

Other funds holding WTRG

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

PAMS

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

Amundi Paris, France $367B AUM 31.23% 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

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

Evelyn V. Moreno's WTRG Position: Q2 2022 in Review

Evelyn V. Moreno sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 4,118 shares — an estimated $211K sold.

Evelyn V. Moreno first reported a position in WTRG in Q1 2022 and held it in 1 quarter. The position peaked at $211K in Q1 2022. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

Evelyn V. Moreno reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
Evelyn V. Moreno sold 4,118 Essential Utilities shares in Q2 2022, an estimated $211K.
Evelyn V. Moreno first reported a position in Essential Utilities in Q1 2022 and held it in 1 quarter.
Evelyn V. Moreno's Essential Utilities position peaked at $211K in Q1 2022.
634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Evelyn V. Moreno's 13F filing for Q2 2022, filed 11 Aug 2022.