HI
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Harbour Investments’s York Water YORW Stock Holding History

Harbour Investments’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
Q3 		– Sell
-40
Closed -$1.26K – 3866
2025
Q2 		$1.26K Hold
40
– – ﹤0.01% 3236
2025
Q1 		$1.39K Hold
40
– – ﹤0.01% 3166
2024
Q4 		$1.31K Hold
40
– – ﹤0.01% 3105
2024
Q3 		$1.5K Hold
40
– – ﹤0.01% 3010
2024
Q2 		$1.48K Hold
40
– – ﹤0.01% 2896
2024
Q1 		$1.45K Hold
40
– – ﹤0.01% 2854
2023
Q4 		$1.54K Hold
40
– – ﹤0.01% 2743
2023
Q3 		$1.5K Hold
40
– – ﹤0.01% 2618
2023
Q2 		$1.65K Hold
40
– – ﹤0.01% 2593
2023
Q1 		$1.79K Hold
40
– – ﹤0.01% 2585
2022
Q4 		$1.8K Buy
+40
New +$1.74K ﹤0.01% 2544

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Harbour Investments's YORW Position: Q3 2025 in Review

Harbour Investments sold out of York Water (YORW) in Q3 2025, closing a stake of 40 shares — an estimated $1.26K sold.

Harbour Investments first reported a position in YORW in Q4 2022 and held it in 11 quarters. The position peaked at $1.8K in Q4 2022. 161 funds tracked by Wall St. Rank hold YORW as of Q3 2025.

  • Harbour Investments reported no remaining York Water position as of Q3 2025 after selling out during the quarter.
  • Harbour Investments sold 40 York Water shares in Q3 2025, an estimated $1.26K.
  • Harbour Investments first reported a position in York Water in Q4 2022 and held it in 11 quarters.
  • Harbour Investments's York Water position peaked at $1.8K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held York Water as of Q3 2025.

Based on Harbour Investments's 13F filing for Q3 2025, filed 12 Nov 2025.