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Lindbrook Capital’s York Water YORW Stock Holding History

Lindbrook Capital’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
2025
Q1 		$8.67K Buy
250
+178
+247% +$5.79K ﹤0.01% 1712
2024
Q4 		$2.36K Sell
72
-33
-31% -$1.18K ﹤0.01% 2266
2024
Q3 		$3.93K Hold
105
– – ﹤0.01% 2114
2024
Q2 		$3.89K Buy
105
+87
+483% +$3.15K ﹤0.01% 2113
2024
Q1 		$653 Sell
18
-20
-53% -$721 ﹤0.01% 2489
2023
Q4 		$1.47K Sell
38
-17
-31% -$640 ﹤0.01% 2366
2023
Q3 		$2.06K Sell
55
-27
-33% -$1.1K ﹤0.01% 2116
2023
Q2 		$3.38K Buy
82
+29
+55% +$1.26K ﹤0.01% 1969
2023
Q1 		$2.37K Buy
53
+15
+39% +$671 ﹤0.01% 2170
2022
Q4 		$1.71K Sell
38
-1
-3% -$43 ﹤0.01% 2303
2022
Q3 		$1K Sell
39
-45
-54% -$1.93K ﹤0.01% 2533
2022
Q2 		$3K Buy
84
+55
+190% +$2.23K ﹤0.01% 1863
2022
Q1 		$1K Buy
29
+17
+142% +$759 ﹤0.01% 2405
2021
Q4 		$1K Sell
12
-28
-70% -$1.34K ﹤0.01% 2022
2021
Q3 		$2K Hold
40
– – ﹤0.01% 1630
2021
Q2 		$2K Hold
40
– – ﹤0.01% 1666
2021
Q1 		$2K Buy
40
+27
+208% +$1.23K ﹤0.01% 1626
2020
Q4 		$1K Buy
+13
New +$595 ﹤0.01% 1714

Other funds holding YORW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's YORW Position: Q1 2025 in Review

Lindbrook Capital increased its York Water (YORW) stake by 247% in Q1 2025, buying an estimated $5.79K and bringing the position to 250 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Lindbrook Capital first reported a position in YORW in Q4 2020 and has held it in 18 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q1 2025.

  • Lindbrook Capital held 250 shares of York Water worth $8.67K as of Q1 2025.
  • Lindbrook Capital bought 178 York Water shares in Q1 2025, an estimated $5.79K.
  • York Water made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1712 holding.
  • Lindbrook Capital first reported a position in York Water in Q4 2020 and has held it in 18 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.