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Hutchens & Kramer Investment Management Group’s Essential Utilities WTRG Stock Holding History

Hutchens & Kramer Investment Management Group’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
2022
Q3 		– Sell
-13,591
Closed -$645K – 112
2022
Q2 		$645K Sell
13,591
-3,517
-21% -$163K 0.48% 51
2022
Q1 		$900K Buy
17,108
+118
+0.7% +$5.69K 0.5% 49
2021
Q4 		$820K Buy
+16,990
New +$825K 0.52% 47

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's WTRG Position: Q3 2022 in Review

Hutchens & Kramer Investment Management Group sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 13,591 shares — an estimated $645K sold.

Hutchens & Kramer Investment Management Group first reported a position in WTRG in Q4 2021 and held it in 3 quarters. The position peaked at $900K in Q1 2022. 636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

  • Hutchens & Kramer Investment Management Group reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 13,591 Essential Utilities shares in Q3 2022, an estimated $645K.
  • Hutchens & Kramer Investment Management Group first reported a position in Essential Utilities in Q4 2021 and held it in 3 quarters.
  • Hutchens & Kramer Investment Management Group's Essential Utilities position peaked at $900K in Q1 2022.
  • 636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.