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Lighthouse Investment Partners’s Essential Utilities WTRG Stock Holding History

Lighthouse Investment Partners’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
Q4 		– Sell
-383,363
Closed -$13.2M – 447
2023
Q3 		$13.2M Buy
+383,363
New +$14.9M 0.54% 36

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Lighthouse Investment Partners's WTRG Position: Q4 2023 in Review

Lighthouse Investment Partners sold out of Essential Utilities (WTRG) in Q4 2023, closing a stake of 383,363 shares — an estimated $13.2M sold.

Lighthouse Investment Partners first reported a position in WTRG in Q3 2023 and held it in 1 quarter. The position peaked at $13.2M in Q3 2023. 621 funds tracked by Wall St. Rank hold WTRG as of Q4 2023.

  • Lighthouse Investment Partners reported no remaining Essential Utilities position as of Q4 2023 after selling out during the quarter.
  • Lighthouse Investment Partners sold 383,363 Essential Utilities shares in Q4 2023, an estimated $13.2M.
  • Lighthouse Investment Partners first reported a position in Essential Utilities in Q3 2023 and held it in 1 quarter.
  • Lighthouse Investment Partners's Essential Utilities position peaked at $13.2M in Q3 2023.
  • 621 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2023.

Based on Lighthouse Investment Partners's 13F filing for Q4 2023, filed 14 Feb 2024.