Farmers & Merchants Trust Co of Chambersburg PA’s Eversource Energy ES Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-190	Closed	-$15K	–	364
2022 Q3	$15K	Sell	190 -54	-22%	-$4.76K	0.01%	235
2022 Q2	$21K	Hold	244	–	–	0.02%	225
2022 Q1	$22K	Hold	244	–	–	0.01%	225
2021 Q4	$22K	Hold	244	–	–	0.01%	223
2021 Q3	$20K	Hold	244	–	–	0.01%	228
2021 Q2	$20K	Hold	244	–	–	0.01%	238
2021 Q1	$21K	Hold	244	–	–	0.02%	205
2020 Q4	$21K	Hold	244	–	–	0.02%	194
2020 Q3	$20K	Hold	244	–	–	0.02%	191
2020 Q2	$20K	Hold	244	–	–	0.02%	200
2020 Q1	$19K	Hold	244	–	–	0.02%	202
2019 Q4	$21K	Hold	244	–	–	0.02%	223
2019 Q3	$21K	Buy	244 +54	+28%	+$4.29K	0.02%	228
2019 Q2	$14K	Hold	190	–	–	0.01%	236
2019 Q1	$13K	Hold	190	–	–	0.01%	234
2018 Q4	$12K	Hold	190	–	–	0.01%	214
2018 Q3	$12K	Hold	190	–	–	0.01%	219
2018 Q2	$11K	Hold	190	–	–	0.01%	236
2018 Q1	$11.2K	Hold	190	–	–	0.01%	233
2017 Q4	$12K	Buy	+190	New	+$12K	0.01%	236

Other funds holding ES

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Farmers & Merchants Trust Co of Chambersburg PA's ES Position: Q4 2022 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Eversource Energy (ES) in Q4 2022, closing a stake of 190 shares — an estimated $15K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in ES in Q4 2017 and held it in 20 quarters. The position peaked at $22K in Q1 2022. 874 funds tracked by Wall St. Rank hold ES as of Q4 2022.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Eversource Energy position as of Q4 2022 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 190 Eversource Energy shares in Q4 2022, an estimated $15K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Eversource Energy in Q4 2017 and held it in 20 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's Eversource Energy position peaked at $22K in Q1 2022.
874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2022.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q4 2022, filed 20 Jan 2023.