Ironwood Investment Counsel’s Essential Utilities WTRG Stock Holding History

Ironwood Investment Counsel’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	-4,889	Closed	-$213K	–	226
2023 Q1	$213K	Hold	4,889	–	–	0.05%	196
2022 Q4	$233K	Hold	4,889	–	–	0.06%	184
2022 Q3	$202K	Sell	4,889 -211	-4%	-$10.2K	0.06%	178
2022 Q2	$233K	Hold	5,100	–	–	0.07%	171
2022 Q1	$260K	Hold	5,100	–	–	0.06%	169
2021 Q4	$273K	Hold	5,100	–	–	0.06%	172
2021 Q3	$235K	Hold	5,100	–	–	0.06%	175
2021 Q2	$233K	Hold	5,100	–	–	0.06%	182
2021 Q1	$228K	Hold	5,100	–	–	0.07%	182
2020 Q4	$241K	Hold	5,100	–	–	0.05%	187
2020 Q3	$205K	Sell	5,100 -138	-3%	-$5.93K	0.06%	182
2020 Q2	$221K	Buy	5,238 +138	+3%	+$5.83K	0.07%	168
2020 Q1	$207K	Buy	+5,100	New	+$241K	0.08%	158
2018 Q1	–	Sell	-5,250	Closed	-$205K	–	145
2017 Q4	$205K	Buy	+5,250	New	+$191K	0.08%	142

Other funds holding WTRG

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ironwood Investment Counsel's WTRG Position: Q2 2023 in Review

Ironwood Investment Counsel sold out of Essential Utilities (WTRG) in Q2 2023, closing a stake of 4,889 shares — an estimated $213K sold.

Ironwood Investment Counsel first reported a position in WTRG in Q4 2017 and held it in 14 quarters. The position peaked at $273K in Q4 2021. 626 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

Ironwood Investment Counsel reported no remaining Essential Utilities position as of Q2 2023 after selling out during the quarter.
Ironwood Investment Counsel sold 4,889 Essential Utilities shares in Q2 2023, an estimated $213K.
Ironwood Investment Counsel first reported a position in Essential Utilities in Q4 2017 and held it in 14 quarters.
Ironwood Investment Counsel's Essential Utilities position peaked at $273K in Q4 2021.
626 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on Ironwood Investment Counsel's 13F filing for Q2 2023, filed 8 Aug 2023.