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HRT Financial’s York Water YORW Stock Holding History

HRT Financial’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
2026
Q1 		$2.54M Buy
83,341
+63,590
+322% +$2.05M 0.01% 1451
2025
Q4 		$628K Buy
+19,751
New +$632K ﹤0.01% 1984
2025
Q2 		– Sell
-8,416
Closed -$291K – 3734
2025
Q1 		$291K Sell
8,416
-4,161
-33% -$135K ﹤0.01% 1792
2024
Q4 		$411K Buy
+12,577
New +$448K ﹤0.01% 1548
2023
Q3 		– Sell
-9,818
Closed -$405K – 3253
2023
Q2 		$405K Buy
+9,818
New +$426K ﹤0.01% 1462
2022
Q2 		– Sell
-7,466
Closed -$335K – 3936
2022
Q1 		$335K Buy
+7,466
New +$333K ﹤0.01% 2157
2021
Q4 		– Sell
-20,682
Closed -$903K – 4276
2021
Q3 		$903K Buy
20,682
+2,759
+15% +$132K 0.01% 1432
2021
Q2 		$811K Buy
+17,923
New +$889K 0.01% 1275

Other funds holding YORW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM