FIM
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Freedom Investment Management’s Essential Utilities WTRG Stock Holding History

Freedom Investment Management’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
2024
Q3 		– Sell
-23,000
Closed -$859K – 839
2024
Q2 		$859K Sell
23,000
-20,168
-47% -$748K 0.07% 278
2024
Q1 		$1.6M Sell
43,168
-15,982
-27% -$580K 0.13% 153
2023
Q4 		$2.21M Sell
59,150
-4,199
-7% -$147K 0.18% 101
2023
Q3 		$2.17M Sell
63,349
-4,269
-6% -$165K 0.27% 83
2023
Q2 		$2.7M Buy
67,618
+21,230
+46% +$891K 0.3% 66
2023
Q1 		$2.02M Buy
46,388
+40,676
+712% +$1.83M 0.23% 106
2022
Q4 		$273K Buy
+5,712
New +$259K 0.03% 599
2020
Q1 		– Sell
-5,864
Closed -$275K – 719
2019
Q4 		$275K Sell
5,864
-319
-5% -$14.4K 0.02% 513
2019
Q3 		$277K Sell
6,183
-506
-8% -$21.7K 0.02% 536
2019
Q2 		$277K Buy
6,689
+42
+0.6% +$1.63K 0.02% 554
2019
Q1 		$242K Sell
6,647
-2,932
-31% -$103K 0.02% 584
2018
Q4 		$328K Sell
9,579
-1,650
-15% -$57.2K 0.03% 546
2018
Q3 		$422K Buy
11,229
+206
+2% +$7.62K 0.03% 597
2018
Q2 		$388K Buy
+11,023
New +$378K 0.02% 665
2018
Q1 		– Sell
-6,110
Closed -$240K – 1226
2017
Q4 		$240K Sell
6,110
-87
-1% -$3.17K 0.01% 972
2017
Q3 		$206K Buy
+6,197
New +$208K 0.01% 1010
2016
Q3 		– Sell
-5,775
Closed -$206K – 950
2016
Q2 		$206K Buy
+5,775
New +$188K 0.01% 746
2016
Q1 		– Sell
-10,096
Closed -$301K – 892
2015
Q4 		$301K Buy
+10,096
New +$291K 0.02% 556

Other funds holding WTRG

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's WTRG Position: Q3 2024 in Review

Freedom Investment Management sold out of Essential Utilities (WTRG) in Q3 2024, closing a stake of 23,000 shares — an estimated $859K sold.

Freedom Investment Management first reported a position in WTRG in Q4 2015 and held it in 18 quarters. The position peaked at $2.7M in Q2 2023. 627 funds tracked by Wall St. Rank hold WTRG as of Q3 2024.

  • Freedom Investment Management reported no remaining Essential Utilities position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 23,000 Essential Utilities shares in Q3 2024, an estimated $859K.
  • Freedom Investment Management first reported a position in Essential Utilities in Q4 2015 and held it in 18 quarters.
  • Freedom Investment Management's Essential Utilities position peaked at $2.7M in Q2 2023.
  • 627 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.