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Lansing Street Advisors’s Essential Utilities WTRG Stock Holding History

Lansing Street Advisors’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 		$5.73K Buy
144
+1
+0.7% +$42 ﹤0.01% 221
2023
Q1 		$6.22K Buy
143
+1
+0.7% +$45 ﹤0.01% 229
2022
Q4 		$6.76K Buy
142
+2
+1% +$91 ﹤0.01% 237
2022
Q3 		$6K Hold
140
– – ﹤0.01% 211
2022
Q2 		$6K Hold
140
– – ﹤0.01% 198
2022
Q1 		$7K Buy
+140
New +$6.76K ﹤0.01% 214

Other funds holding WTRG

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lansing Street Advisors's WTRG Position: Q2 2023 in Review

Lansing Street Advisors increased its Essential Utilities (WTRG) stake by 0.7% in Q2 2023, buying an estimated $42 and bringing the position to 144 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Lansing Street Advisors first reported a position in WTRG in Q1 2022 and has held it in 6 quarters since. The position peaked at $7K in Q1 2022. 625 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

  • Lansing Street Advisors held 144 shares of Essential Utilities worth $5.73K as of Q2 2023.
  • Lansing Street Advisors bought 1 Essential Utilities share in Q2 2023, an estimated $42.
  • Essential Utilities made up ﹤0.01% of Lansing Street Advisors's portfolio in Q2 2023, its #221 holding.
  • Lansing Street Advisors first reported a position in Essential Utilities in Q1 2022 and has held it in 6 quarters since.
  • Lansing Street Advisors's Essential Utilities position peaked at $7K in Q1 2022.
  • 625 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on Lansing Street Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.