Mather Group’s York Water YORW Stock Holding History

Mather Group’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
2024 Q3	–	Sell	-2,931	Closed	-$106K	–	2236
2024 Q2	$106K	Buy	+2,931	New	+$106K	﹤0.01%	791

Other funds holding YORW

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Mather Group's YORW Position: Q3 2024 in Review

Mather Group sold out of York Water (YORW) in Q3 2024, closing a stake of 2,931 shares — an estimated $106K sold.

Mather Group first reported a position in YORW in Q2 2024 and held it in 1 quarter. The position peaked at $106K in Q2 2024. 151 funds tracked by Wall St. Rank hold YORW as of Q3 2024.

Mather Group reported no remaining York Water position as of Q3 2024 after selling out during the quarter.
Mather Group sold 2,931 York Water shares in Q3 2024, an estimated $106K.
Mather Group first reported a position in York Water in Q2 2024 and held it in 1 quarter.
Mather Group's York Water position peaked at $106K in Q2 2024.
151 funds tracked by Wall St. Rank held York Water as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.