Ironwood Investment Counsel’s Artesian Resources ARTNA Stock Holding History

Ironwood Investment Counsel’s Portfolio ARTNA Stock Details ARTNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,323	Closed	-$260K	–	184
2022 Q2	$260K	Sell	7,323 -250	-3%	-$11.8K	0.07%	161
2022 Q1	$297K	Sell	7,573 -425	-5%	-$19.8K	0.07%	163
2021 Q4	$381K	Hold	7,998	–	–	0.09%	146
2021 Q3	$391K	Sell	7,998 -580	-7%	-$22.3K	0.1%	141
2021 Q2	$435K	Sell	8,578 -1,147	-12%	-$45.7K	0.12%	136
2021 Q1	$507K	Sell	9,725 -7,952	-45%	-$311K	0.15%	117
2020 Q4	$889K	Sell	17,677 -3,699	-17%	-$138K	0.2%	98
2020 Q3	$833K	Buy	21,376 +64	+0.3%	+$2.27K	0.23%	94
2020 Q2	$692K	Buy	21,312 +780	+4%	+$27.4K	0.21%	97
2020 Q1	$441K	Buy	20,532 +3,915	+24%	+$143K	0.17%	104
2019 Q4	$537K	Buy	16,617 +1,073	+7%	+$39.7K	0.18%	93
2019 Q3	$438K	Buy	+15,544	New	+$562K	0.16%	95

Other funds holding ARTNA

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

CAM

Costello Asset Management Feasterville, Pennsylvania $333M AUM 25.99% 1-Year Est. Return

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Ironwood Investment Counsel's ARTNA Position: Q3 2022 in Review

Ironwood Investment Counsel sold out of Artesian Resources (ARTNA) in Q3 2022, closing a stake of 7,323 shares — an estimated $260K sold.

Ironwood Investment Counsel first reported a position in ARTNA in Q3 2019 and held it in 12 quarters. The position peaked at $889K in Q4 2020. 108 funds tracked by Wall St. Rank hold ARTNA as of Q3 2022.

Ironwood Investment Counsel reported no remaining Artesian Resources position as of Q3 2022 after selling out during the quarter.
Ironwood Investment Counsel sold 7,323 Artesian Resources shares in Q3 2022, an estimated $260K.
Ironwood Investment Counsel first reported a position in Artesian Resources in Q3 2019 and held it in 12 quarters.
Ironwood Investment Counsel's Artesian Resources position peaked at $889K in Q4 2020.
108 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2022.

Based on Ironwood Investment Counsel's 13F filing for Q3 2022, filed 9 Nov 2022.