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Matthew Hamilton Rosenberg’s York Water YORW Stock Holding History

Matthew Hamilton Rosenberg’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
Q1 		– Sell
-670
Closed -$25.9K – 927
2023
Q4 		$25.9K Sell
670
-830
-55% -$31.3K 0.01% 510
2023
Q3 		$56.2K Buy
+1,500
New +$61.3K 0.02% 397

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Matthew Hamilton Rosenberg's YORW Position: Q1 2024 in Review

Matthew Hamilton Rosenberg sold out of York Water (YORW) in Q1 2024, closing a stake of 670 shares — an estimated $25.9K sold.

Matthew Hamilton Rosenberg first reported a position in YORW in Q3 2023 and held it in 2 quarters. The position peaked at $56.2K in Q3 2023. 136 funds tracked by Wall St. Rank hold YORW as of Q1 2024.

  • Matthew Hamilton Rosenberg reported no remaining York Water position as of Q1 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 670 York Water shares in Q1 2024, an estimated $25.9K.
  • Matthew Hamilton Rosenberg first reported a position in York Water in Q3 2023 and held it in 2 quarters.
  • Matthew Hamilton Rosenberg's York Water position peaked at $56.2K in Q3 2023.
  • 136 funds tracked by Wall St. Rank held York Water as of Q1 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2024, filed 22 Apr 2024.