HSBC Holdings
YORW icon

HSBC Holdings’s York Water YORW Stock Holding History

HSBC Holdings’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
Q1 		– Sell
-10,666
Closed -$349K – 3310
2024
Q4 		$349K Buy
+10,666
New +$380K ﹤0.01% 2401
2021
Q1 		– Sell
-8,333
Closed -$386K – 3181
2020
Q4 		$386K Buy
8,333
+304
+4% +$13.9K ﹤0.01% 2379
2020
Q3 		$344K Sell
8,029
-1,610
-17% -$73.7K ﹤0.01% 2170
2020
Q2 		$462K Buy
+9,639
New +$418K ﹤0.01% 1883

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HSBC Holdings's YORW Position: Q1 2025 in Review

HSBC Holdings sold out of York Water (YORW) in Q1 2025, closing a stake of 10,666 shares — an estimated $349K sold.

HSBC Holdings first reported a position in YORW in Q2 2020 and held it in 4 quarters. The position peaked at $462K in Q2 2020. 168 funds tracked by Wall St. Rank hold YORW as of Q1 2025.

  • HSBC Holdings reported no remaining York Water position as of Q1 2025 after selling out during the quarter.
  • HSBC Holdings sold 10,666 York Water shares in Q1 2025, an estimated $349K.
  • HSBC Holdings first reported a position in York Water in Q2 2020 and held it in 4 quarters.
  • HSBC Holdings's York Water position peaked at $462K in Q2 2020.
  • 168 funds tracked by Wall St. Rank held York Water as of Q1 2025.

Based on HSBC Holdings's 13F filing for Q1 2025, filed 14 May 2025.