Johnson Financial Group Inc (Wisconsin)’s Essential Utilities WTRG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-5,000	Closed	-$218K	–	707
2023 Q1	$218K	Hold	5,000	–	–	0.02%	262
2022 Q4	$239K	Hold	5,000	–	–	0.02%	232
2022 Q3	$207K	Hold	5,000	–	–	0.02%	235
2022 Q2	$229K	Hold	5,000	–	–	0.02%	233
2022 Q1	$256K	Hold	5,000	–	–	0.02%	244
2021 Q4	$268K	Hold	5,000	–	–	0.02%	243
2021 Q3	$230K	Hold	5,000	–	–	0.02%	250
2021 Q2	$229K	Hold	5,000	–	–	0.02%	252
2021 Q1	$224K	Hold	5,000	–	–	0.02%	255
2020 Q4	$236K	Hold	5,000	–	–	0.02%	205
2020 Q3	$201K	Hold	5,000	–	–	0.02%	194
2020 Q2	$211K	Buy	+5,000	New	+$211K	0.02%	178

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 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 $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s WTRG Position: Q2 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Essential Utilities (WTRG) in Q2 2023, closing a stake of 5,000 shares — an estimated $218K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in WTRG in Q2 2020 and held it in 12 quarters. The position peaked at $268K in Q4 2021. 625 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining Essential Utilities position as of Q2 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 5,000 Essential Utilities shares in Q2 2023, an estimated $218K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Essential Utilities in Q2 2020 and held it in 12 quarters.
Johnson Financial Group Inc (Wisconsin)'s Essential Utilities position peaked at $268K in Q4 2021.
625 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2023, filed 14 Aug 2023.