Hudson Capital Management’s Middlesex Water MSEX Stock Holding History

Hudson Capital Management’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
2023 Q4	–	Sell	-3,047	Closed	-$202K	–	68
2023 Q3	$202K	Hold	3,047	–	–	0.08%	63
2023 Q2	$246K	Sell	3,047 -127	-4%	-$9.94K	0.09%	60
2023 Q1	$248K	Hold	3,174	–	–	0.1%	57
2022 Q4	$250K	Hold	3,174	–	–	0.1%	59
2022 Q3	$245K	Hold	3,174	–	–	0.12%	54
2022 Q2	$278K	Sell	3,174 -5,620	-64%	-$504K	0.13%	60
2022 Q1	$925K	Hold	8,794	–	–	0.37%	49
2021 Q4	$1.06M	Buy	+8,794	New	+$934K	0.38%	50

Other funds holding MSEX

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Hudson Capital Management's MSEX Position: Q4 2023 in Review

Hudson Capital Management sold out of Middlesex Water (MSEX) in Q4 2023, closing a stake of 3,047 shares — an estimated $202K sold.

Hudson Capital Management first reported a position in MSEX in Q4 2021 and held it in 8 quarters. The position peaked at $1.06M in Q4 2021. 191 funds tracked by Wall St. Rank hold MSEX as of Q4 2023.

Hudson Capital Management reported no remaining Middlesex Water position as of Q4 2023 after selling out during the quarter.
Hudson Capital Management sold 3,047 Middlesex Water shares in Q4 2023, an estimated $202K.
Hudson Capital Management first reported a position in Middlesex Water in Q4 2021 and held it in 8 quarters.
Hudson Capital Management's Middlesex Water position peaked at $1.06M in Q4 2021.
191 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2023.

Based on Hudson Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.