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Jupiter Asset Management’s California Water Service CWT Stock Holding History

Jupiter Asset Management’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-93,546
Closed -$4.25M – 460
2025
Q2 		$4.25M Sell
93,546
-19,135
-17% -$916K 0.04% 290
2025
Q1 		$5.46M Buy
+112,681
New +$5.12M 0.05% 271
2024
Q4 		– Sell
-5,838
Closed -$317K – 403
2024
Q3 		$317K Buy
+5,838
New +$310K ﹤0.01% 386
2022
Q1 		– Sell
-3,515
Closed -$251K – 534
2021
Q4 		$251K Buy
+3,515
New +$226K ﹤0.01% 525

Other funds holding CWT

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Asset Management's CWT Position: Q3 2025 in Review

Jupiter Asset Management sold out of California Water Service (CWT) in Q3 2025, closing a stake of 93,546 shares — an estimated $4.25M sold.

Jupiter Asset Management first reported a position in CWT in Q4 2021 and held it in 4 quarters. The position peaked at $5.46M in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • Jupiter Asset Management reported no remaining California Water Service position as of Q3 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 93,546 California Water Service shares in Q3 2025, an estimated $4.25M.
  • Jupiter Asset Management first reported a position in California Water Service in Q4 2021 and held it in 4 quarters.
  • Jupiter Asset Management's California Water Service position peaked at $5.46M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

Based on Jupiter Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.