Evergreen Capital Management’s York Water YORW Stock Holding History

Evergreen Capital Management’s Portfolio YORW Stock Details YORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,885	Closed	-$253K	–	1626
2025 Q4	$253K	Buy	+7,885	New	+$252K	0.01%	1148

Other funds holding YORW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Evergreen Capital Management's YORW Position: Q1 2026 in Review

Evergreen Capital Management sold out of York Water (YORW) in Q1 2026, closing a stake of 7,885 shares — an estimated $253K sold.

Evergreen Capital Management first reported a position in YORW in Q4 2025 and held it in 1 quarter. The position peaked at $253K in Q4 2025. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

Evergreen Capital Management reported no remaining York Water position as of Q1 2026 after selling out during the quarter.
Evergreen Capital Management sold 7,885 York Water shares in Q1 2026, an estimated $253K.
Evergreen Capital Management first reported a position in York Water in Q4 2025 and held it in 1 quarter.
Evergreen Capital Management's York Water position peaked at $253K in Q4 2025.
178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.