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Financial Counselors Inc’s York Water YORW Stock Holding History

Financial Counselors Inc’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
2025
Q2 		– Sell
-7,858
Closed -$273K – 570
2025
Q1 		$273K Sell
7,858
-43
-0.5% -$1.4K ﹤0.01% 523
2024
Q4 		$259K Sell
7,901
-150
-2% -$5.34K ﹤0.01% 517
2024
Q3 		$302K Sell
8,051
-150
-2% -$5.82K ﹤0.01% 506
2024
Q2 		$304K Sell
8,201
-15
-0.2% -$544 ﹤0.01% 487
2024
Q1 		$298K Hold
8,216
– – 0.01% 498
2023
Q4 		$317K Hold
8,216
– – 0.01% 478
2023
Q3 		$308K Sell
8,216
-55
-0.7% -$2.25K 0.01% 457
2023
Q2 		$341K Hold
8,271
– – 0.01% 405
2023
Q1 		$370K Sell
8,271
-5
-0.1% -$224 0.01% 402
2022
Q4 		$372K Sell
8,276
-57
-0.7% -$2.48K 0.01% 406
2022
Q3 		$320K Hold
8,333
– – 0.01% 405
2022
Q2 		$337K Sell
8,333
-35
-0.4% -$1.42K 0.01% 410
2022
Q1 		$376K Hold
8,368
– – 0.01% 399
2021
Q4 		$417K Sell
8,368
-10
-0.1% -$477 0.01% 380
2021
Q3 		$366K Hold
8,378
– – 0.01% 413
2021
Q2 		$380K Sell
8,378
-15
-0.2% -$744 0.01% 401
2021
Q1 		$411K Sell
8,393
-50
-0.6% -$2.28K 0.01% 387
2020
Q4 		$393K Hold
8,443
– – 0.01% 393
2020
Q3 		$357K Hold
8,443
– – 0.01% 378
2020
Q2 		$405K Sell
8,443
-5
-0.1% -$217 0.01% 381
2020
Q1 		$367K Sell
8,448
-133
-2% -$6.04K 0.02% 340
2019
Q4 		$396K Hold
8,581
– – 0.01% 377
2019
Q3 		$375K Hold
8,581
– – 0.01% 373
2019
Q2 		$307K Hold
8,581
– – 0.01% 396
2019
Q1 		$294K Sell
8,581
-310
-3% -$10.4K 0.01% 405
2018
Q4 		$285K Sell
8,891
-75
-0.8% -$2.4K 0.01% 373
2018
Q3 		$273K Sell
8,966
-867
-9% -$26.7K 0.01% 419
2018
Q2 		$313K Hold
9,833
– – 0.01% 397
2018
Q1 		$305K Sell
9,833
-27
-0.3% -$833 0.01% 393
2017
Q4 		$334K Sell
9,860
-31
-0.3% -$1.09K 0.02% 383
2017
Q3 		$335K Sell
9,891
-5,491
-36% -$186K 0.02% 382
2017
Q2 		$536K Sell
15,382
-36
-0.2% -$1.27K 0.03% 331
2017
Q1 		$540K Sell
15,418
-88
-0.6% -$3.12K 0.03% 334
2016
Q4 		$592K Buy
+15,506
New +$525K 0.03% 316
2016
Q2 		$499K Sell
15,566
-105
-0.7% -$3.11K 0.03% 317
2016
Q1 		$478K Hold
15,671
– – 0.03% 317
2015
Q4 		$391K Buy
15,671
+172
+1% +$4.05K 0.03% 335
2015
Q3 		$326K Sell
15,499
-112
-0.7% -$2.38K 0.02% 349
2015
Q2 		$326K Buy
15,611
+30
+0.2% +$691 0.02% 359
2015
Q1 		$378K Sell
15,581
-24,146
-61% -$568K 0.02% 357
2014
Q4 		$922K Buy
39,727
+4,563
+13% +$97.4K 0.06% 267
2014
Q3 		$703K Buy
35,164
+7,275
+26% +$144K 0.05% 292
2014
Q2 		$581K Buy
27,889
+2,595
+10% +$52.5K 0.04% 305
2014
Q1 		$516K Buy
25,294
+3,190
+14% +$65.1K 0.04% 312
2013
Q4 		$463K Sell
22,104
-735
-3% -$15.3K 0.03% 310
2013
Q3 		$458K Sell
22,839
-5,462
-19% -$112K 0.04% 299
2013
Q2 		$539K Buy
+28,301
New +$531K 0.04% 276

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Counselors Inc's YORW Position: Q2 2025 in Review

Financial Counselors Inc sold out of York Water (YORW) in Q2 2025, closing a stake of 7,858 shares — an estimated $273K sold.

Financial Counselors Inc first reported a position in YORW in Q2 2013 and held it in 47 quarters. The position peaked at $922K in Q4 2014. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

  • Financial Counselors Inc reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 7,858 York Water shares in Q2 2025, an estimated $273K.
  • Financial Counselors Inc first reported a position in York Water in Q2 2013 and held it in 47 quarters.
  • Financial Counselors Inc's York Water position peaked at $922K in Q4 2014.
  • 160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.