Granite Investment Partners’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
– Sell
-66,997
Closed -$3.15M – 313
2019
Q4
$3.15M Buy
66,997
+24,307
+57% +$1.09M 0.15% 147
2019
Q3
$1.91M Buy
42,690
+635
+2% +$27.3K 0.1% 165
2019
Q2
$1.74M Buy
42,055
+7,977
+23% +$310K 0.09% 164
2019
Q1
$1.24M Buy
34,078
+6,145
+22% +$217K 0.07% 188
2018
Q4
$955K Buy
+27,933
New +$969K 0.07% 170

Other funds holding WTRG

Granite Investment Partners's WTRG Position: Q1 2020 in Review

Granite Investment Partners sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 66,997 shares — an estimated $3.15M sold.

Granite Investment Partners first reported a position in WTRG in Q4 2018 and held it in 5 quarters. The position peaked at $3.15M in Q4 2019. 579 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

  • Granite Investment Partners reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
  • Granite Investment Partners sold 66,997 Essential Utilities shares in Q1 2020, an estimated $3.15M.
  • Granite Investment Partners first reported a position in Essential Utilities in Q4 2018 and held it in 5 quarters.
  • Granite Investment Partners's Essential Utilities position peaked at $3.15M in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Granite Investment Partners's 13F filing for Q1 2020, filed 14 May 2020.