Lindbrook Capital’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
Other funds holding MSEX
Lindbrook Capital's MSEX Position: Q1 2025 in Review
Lindbrook Capital reduced its Middlesex Water (MSEX) stake by 68% in Q1 2025, selling an estimated $12K and leaving 103 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.
Lindbrook Capital first reported a position in MSEX in Q4 2023 and has held it in 6 quarters since. The position peaked at $21.1K in Q3 2024. 215 funds tracked by Wall St. Rank hold MSEX as of Q1 2025.
- Lindbrook Capital held 103 shares of Middlesex Water worth $6.6K as of Q1 2025.
- Lindbrook Capital sold 220 Middlesex Water shares in Q1 2025, an estimated $12K.
- Middlesex Water made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1841 holding.
- Lindbrook Capital first reported a position in Middlesex Water in Q4 2023 and has held it in 6 quarters since.
- Lindbrook Capital's Middlesex Water position peaked at $21.1K in Q3 2024.
- 215 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2025.
Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.