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Fulcrum Equity Management’s Essential Utilities WTRG Stock Holding History

Fulcrum Equity 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
2023
Q4 		– Sell
-9,909
Closed -$340K – 116
2023
Q3 		$340K Buy
9,909
+39
+0.4% +$1.51K 0.4% 61
2023
Q2 		$394K Buy
9,870
+3,764
+62% +$158K 0.46% 58
2023
Q1 		$267K Buy
6,106
+1,123
+23% +$50.7K 0.25% 77
2022
Q4 		$238K Buy
+4,983
New +$226K 0.19% 64

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Fulcrum Equity Management's WTRG Position: Q4 2023 in Review

Fulcrum Equity Management sold out of Essential Utilities (WTRG) in Q4 2023, closing a stake of 9,909 shares — an estimated $340K sold.

Fulcrum Equity Management first reported a position in WTRG in Q4 2022 and held it in 4 quarters. The position peaked at $394K in Q2 2023. 621 funds tracked by Wall St. Rank hold WTRG as of Q4 2023.

  • Fulcrum Equity Management reported no remaining Essential Utilities position as of Q4 2023 after selling out during the quarter.
  • Fulcrum Equity Management sold 9,909 Essential Utilities shares in Q4 2023, an estimated $340K.
  • Fulcrum Equity Management first reported a position in Essential Utilities in Q4 2022 and held it in 4 quarters.
  • Fulcrum Equity Management's Essential Utilities position peaked at $394K in Q2 2023.
  • 621 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2023.

Based on Fulcrum Equity Management's 13F filing for Q4 2023, filed 19 Jan 2024.