Maryland Capital Management’s Essential Utilities WTRG Stock Holding History

Maryland Capital Management’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 Q3	$288K	Buy	+6,951	New	+$337K	0.02%	186
2015 Q3	–	Sell	-18,732	Closed	-$459K	–	182
2015 Q2	$459K	Hold	18,732	–	–	0.07%	108
2015 Q1	$494K	Hold	18,732	–	–	0.08%	103
2014 Q4	$500K	Hold	18,732	–	–	0.08%	105
2014 Q3	$441K	Hold	18,732	–	–	0.08%	115
2014 Q2	$491K	Hold	18,732	–	–	0.09%	113
2014 Q1	$470K	Hold	18,732	–	–	0.09%	116
2013 Q4	$442K	Hold	18,732	–	–	0.07%	142
2013 Q3	$463K	Sell	18,732 -1	-0%	-$26	0.08%	141
2013 Q2	$469K	Buy	+18,733	New	+$476K	0.08%	135

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Maryland Capital Management's WTRG Position: Q3 2022 in Review

Maryland Capital Management opened a new position in Essential Utilities (WTRG) in Q3 2022: 6,951 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings. This is a return to the name: Maryland Capital Management previously reported a position in WTRG as recently as Q2 2015.

Maryland Capital Management first reported a position in WTRG in Q2 2013 and has held it in 10 quarters since. The position peaked at $500K in Q4 2014. 637 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

Maryland Capital Management held 6,951 shares of Essential Utilities worth $288K as of Q3 2022.
Essential Utilities was a new Maryland Capital Management position in Q3 2022.
Essential Utilities made up 0.02% of Maryland Capital Management's portfolio in Q3 2022, its #186 holding.
Maryland Capital Management first reported a position in Essential Utilities in Q2 2013 and has held it in 10 quarters since.
Maryland Capital Management's Essential Utilities position peaked at $500K in Q4 2014.
637 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.