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Insight 2811 Inc’s Essential Utilities WTRG Stock Holding History

Insight 2811 Inc’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
Q1 		– Sell
-4,397
Closed -$210K – 97
2022
Q4 		$210K Buy
+4,397
New +$199K 0.13% 86
2022
Q2 		– Sell
-4,174
Closed -$213K – 99
2022
Q1 		$213K Sell
4,174
-1,220
-23% -$58.9K 0.13% 80
2021
Q4 		$290K Buy
5,394
+797
+17% +$38.7K 0.16% 66
2021
Q3 		$212K Buy
+4,597
New +$223K 0.13% 70
2016
Q3 		– Sell
-22,401
Closed -$799K – 107
2016
Q2 		$799K Sell
22,401
-2,883
-11% -$93.9K 0.31% 57
2016
Q1 		$805K Sell
25,284
-1,150
-4% -$35.6K 0.32% 52
2015
Q4 		$788K Hold
26,434
– – 0.37% 46
2015
Q3 		$700K Sell
26,434
-510
-2% -$13.1K 0.41% 51
2015
Q2 		$660K Sell
26,944
-15
-0.1% -$393 0.32% 57
2015
Q1 		$710K Sell
26,959
-4,094
-13% -$109K 0.33% 59
2014
Q4 		$829K Sell
31,053
-805
-3% -$20.7K 0.4% 50
2014
Q3 		$750K Sell
31,858
-1,156
-4% -$28.2K 0.32% 57
2014
Q2 		$866K Sell
33,014
-1,921
-5% -$48.3K 0.36% 51
2014
Q1 		$876K Buy
+34,935
New +$843K 0.37% 50

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Insight 2811 Inc's WTRG Position: Q1 2023 in Review

Insight 2811 Inc sold out of Essential Utilities (WTRG) in Q1 2023, closing a stake of 4,397 shares — an estimated $210K sold.

Insight 2811 Inc first reported a position in WTRG in Q1 2014 and held it in 14 quarters. The position peaked at $876K in Q1 2014. 648 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

  • Insight 2811 Inc reported no remaining Essential Utilities position as of Q1 2023 after selling out during the quarter.
  • Insight 2811 Inc sold 4,397 Essential Utilities shares in Q1 2023, an estimated $210K.
  • Insight 2811 Inc first reported a position in Essential Utilities in Q1 2014 and held it in 14 quarters.
  • Insight 2811 Inc's Essential Utilities position peaked at $876K in Q1 2014.
  • 648 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on Insight 2811 Inc's 13F filing for Q1 2023, filed 11 May 2023.