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Lombard Odier Asset Management (Europe)’s Essential Utilities WTRG Stock Holding History

Lombard Odier Asset Management (Europe)’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
2021
Q1 		– Sell
-46,602
Closed -$2.2M – 299
2020
Q4 		$2.2M Buy
+46,602
New +$2.07M 0.13% 102

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State Street
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PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s WTRG Position: Q1 2021 in Review

Lombard Odier Asset Management (Europe) sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 46,602 shares — an estimated $2.2M sold.

Lombard Odier Asset Management (Europe) first reported a position in WTRG in Q4 2020 and held it in 1 quarter. The position peaked at $2.2M in Q4 2020. 598 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

  • Lombard Odier Asset Management (Europe) reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
  • Lombard Odier Asset Management (Europe) sold 46,602 Essential Utilities shares in Q1 2021, an estimated $2.2M.
  • Lombard Odier Asset Management (Europe) first reported a position in Essential Utilities in Q4 2020 and held it in 1 quarter.
  • Lombard Odier Asset Management (Europe)'s Essential Utilities position peaked at $2.2M in Q4 2020.
  • 598 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q1 2021, filed 17 May 2021.