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Hendershot Investments’s Middlesex Water MSEX Stock Holding History

Hendershot Investments’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,260
Closed -$212K – 83
2019
Q3 		$212K Buy
+3,260
New +$198K 0.07% 70

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Vanguard Group
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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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Hendershot Investments's MSEX Position: Q4 2019 in Review

Hendershot Investments sold out of Middlesex Water (MSEX) in Q4 2019, closing a stake of 3,260 shares — an estimated $212K sold.

Hendershot Investments first reported a position in MSEX in Q3 2019 and held it in 1 quarter. The position peaked at $212K in Q3 2019. 152 funds tracked by Wall St. Rank hold MSEX as of Q4 2019.

  • Hendershot Investments reported no remaining Middlesex Water position as of Q4 2019 after selling out during the quarter.
  • Hendershot Investments sold 3,260 Middlesex Water shares in Q4 2019, an estimated $212K.
  • Hendershot Investments first reported a position in Middlesex Water in Q3 2019 and held it in 1 quarter.
  • Hendershot Investments's Middlesex Water position peaked at $212K in Q3 2019.
  • 152 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2019.

Based on Hendershot Investments's 13F filing for Q4 2019, filed 3 Feb 2020.