Gratus Capital’s Essential Utilities WTRG Stock Holding History

Gratus Capital’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
2022 Q1	–	Sell	-3,750	Closed	-$201K	–	224
2021 Q4	$201K	Buy	+3,750	New	+$182K	0.02%	195

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Gratus Capital's WTRG Position: Q1 2022 in Review

Gratus Capital sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 3,750 shares — an estimated $201K sold.

Gratus Capital first reported a position in WTRG in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

Gratus Capital reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
Gratus Capital sold 3,750 Essential Utilities shares in Q1 2022, an estimated $201K.
Gratus Capital first reported a position in Essential Utilities in Q4 2021 and held it in 1 quarter.
Gratus Capital's Essential Utilities position peaked at $201K in Q4 2021.
642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Gratus Capital's 13F filing for Q1 2022, filed 29 Apr 2022.