Kovitz Investment Group Partners
YORW icon

Kovitz Investment Group Partners’s York Water YORW Stock Holding History

Kovitz Investment Group Partners’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,600
Closed -$207K – 430
2022
Q1 		$207K Hold
4,600
– – ﹤0.01% 407
2021
Q4 		$214K Hold
4,600
– – 0.01% 396
2021
Q3 		$201K Hold
4,600
– – ﹤0.01% 421
2021
Q2 		$208K Hold
4,600
– – ﹤0.01% 412
2021
Q1 		$225K Hold
4,600
– – 0.01% 389
2020
Q4 		$214K Buy
+4,600
New +$210K 0.01% 400
2020
Q3 		– Sell
-4,600
Closed -$221K – 423
2020
Q2 		$221K Hold
4,600
– – 0.01% 363
2020
Q1 		$200K Hold
4,600
– – 0.01% 353
2019
Q4 		$212K Hold
4,600
– – 0.01% 357
2019
Q3 		$201K Buy
+4,600
New +$173K 0.01% 350

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ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Dimensional Fund Advisors
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Kovitz Investment Group Partners's YORW Position: Q2 2022 in Review

Kovitz Investment Group Partners sold out of York Water (YORW) in Q2 2022, closing a stake of 4,600 shares — an estimated $207K sold.

Kovitz Investment Group Partners first reported a position in YORW in Q3 2019 and held it in 10 quarters. The position peaked at $225K in Q1 2021. 127 funds tracked by Wall St. Rank hold YORW as of Q2 2022.

  • Kovitz Investment Group Partners reported no remaining York Water position as of Q2 2022 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,600 York Water shares in Q2 2022, an estimated $207K.
  • Kovitz Investment Group Partners first reported a position in York Water in Q3 2019 and held it in 10 quarters.
  • Kovitz Investment Group Partners's York Water position peaked at $225K in Q1 2021.
  • 127 funds tracked by Wall St. Rank held York Water as of Q2 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2022, filed 2 Aug 2022.