HI
WTRG icon

Humankind Investments’s Essential Utilities WTRG Stock Holding History

Humankind Investments’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,894
Closed -$345K – 146
2023
Q1 		$345K Buy
7,894
+117
+2% +$5.28K 0.14% 81
2022
Q4 		$371K Buy
7,777
+784
+11% +$35.5K 0.16% 83
2022
Q3 		$289K Buy
6,993
+437
+7% +$21.2K 0.14% 83
2022
Q2 		$301K Sell
6,556
-3,877
-37% -$180K 0.14% 79
2022
Q1 		$533K Buy
10,433
+913
+10% +$44.1K 0.22% 60
2021
Q4 		$511K Buy
9,520
+1,099
+13% +$53.4K 0.64% 51
2021
Q3 		$388K Buy
8,421
+4,042
+92% +$196K 0.59% 58
2021
Q2 		$200K Buy
+4,379
New +$205K 0.36% 80

Other funds holding WTRG

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Humankind Investments's WTRG Position: Q2 2023 in Review

Humankind Investments sold out of Essential Utilities (WTRG) in Q2 2023, closing a stake of 7,894 shares — an estimated $345K sold.

Humankind Investments first reported a position in WTRG in Q2 2021 and held it in 8 quarters. The position peaked at $533K in Q1 2022. 625 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

  • Humankind Investments reported no remaining Essential Utilities position as of Q2 2023 after selling out during the quarter.
  • Humankind Investments sold 7,894 Essential Utilities shares in Q2 2023, an estimated $345K.
  • Humankind Investments first reported a position in Essential Utilities in Q2 2021 and held it in 8 quarters.
  • Humankind Investments's Essential Utilities position peaked at $533K in Q1 2022.
  • 625 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on Humankind Investments's 13F filing for Q2 2023, filed 9 Aug 2023.