Jupiter Asset Management’s Essential Utilities WTRG Stock Holding History

Jupiter Asset Management’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
2022 Q3	–	Sell	-4,746	Closed	-$218K	–	646
2022 Q2	$218K	Sell	4,746 -2,246	-32%	-$104K	﹤0.01%	546
2022 Q1	$357K	Hold	6,992	–	–	﹤0.01%	464
2021 Q4	$374K	Buy	6,992 +1,495	+27%	+$72.6K	﹤0.01%	497
2021 Q3	$253K	Buy	5,497 +790	+17%	+$38.3K	﹤0.01%	527
2021 Q2	$215K	Hold	4,707	–	–	﹤0.01%	560
2021 Q1	$211K	Buy	+4,707	New	+$213K	﹤0.01%	548

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

PAMS

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

Jupiter Asset Management's WTRG Position: Q3 2022 in Review

Jupiter Asset Management sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 4,746 shares — an estimated $218K sold.

Jupiter Asset Management first reported a position in WTRG in Q1 2021 and held it in 6 quarters. The position peaked at $374K in Q4 2021. 636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

Jupiter Asset Management reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
Jupiter Asset Management sold 4,746 Essential Utilities shares in Q3 2022, an estimated $218K.
Jupiter Asset Management first reported a position in Essential Utilities in Q1 2021 and held it in 6 quarters.
Jupiter Asset Management's Essential Utilities position peaked at $374K in Q4 2021.
636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Jupiter Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.