Lehman & Derafelo Financial Resources’s Essential Utilities WTRG Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$371K	Hold	7,774	–	–	0.11%	73
2022 Q3	$322K	Hold	7,774	–	–	0.1%	71
2022 Q2	$356K	Hold	7,774	–	–	0.11%	72
2022 Q1	$398K	Hold	7,774	–	–	0.11%	73
2021 Q4	$417K	Hold	7,774	–	–	0.13%	63
2021 Q3	$358K	Sell	7,774 -925	-11%	-$44.8K	0.12%	70
2021 Q2	$398K	Hold	8,699	–	–	0.11%	78
2021 Q1	$389K	Hold	8,699	–	–	0.11%	78
2020 Q4	$411K	Hold	8,699	–	–	0.12%	71
2020 Q3	$350K	Hold	8,699	–	–	0.11%	92
2020 Q2	$367K	Hold	8,699	–	–	0.13%	84
2020 Q1	$354K	Hold	8,699	–	–	0.15%	62
2019 Q4	$408K	Hold	8,699	–	–	0.15%	68
2019 Q3	$390K	Buy	8,699 +79	+0.9%	+$3.39K	0.15%	63
2019 Q2	$359K	Buy	8,620 +1,000	+13%	+$38.9K	0.15%	66
2019 Q1	$278K	Hold	7,620	–	–	0.12%	75
2018 Q4	$261K	Buy	+7,620	New	+$264K	0.13%	70

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Lehman & Derafelo Financial Resources's WTRG Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its Essential Utilities (WTRG) position steady in Q4 2022 at 7,774 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #73.

Lehman & Derafelo Financial Resources first reported a position in WTRG in Q4 2018 and has held it in 17 quarters since. The position peaked at $417K in Q4 2021. 656 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

Lehman & Derafelo Financial Resources held 7,774 shares of Essential Utilities worth $371K as of Q4 2022.
Lehman & Derafelo Financial Resources left its Essential Utilities share count unchanged in Q4 2022.
Essential Utilities made up 0.11% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #73 holding.
Lehman & Derafelo Financial Resources first reported a position in Essential Utilities in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's Essential Utilities position peaked at $417K in Q4 2021.
656 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.