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McKinley Carter Wealth Services’s York Water YORW Stock Holding History

McKinley Carter Wealth Services’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
2021
Q2 		– Sell
-8,000
Closed -$392K – 290
2021
Q1 		$392K Buy
+8,000
New +$365K 0.03% 210
2018
Q2 		– Sell
-82
Closed -$3K – 405
2018
Q1 		$3K Buy
+82
New +$2.53K ﹤0.01% 420

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McKinley Carter Wealth Services's YORW Position: Q2 2021 in Review

McKinley Carter Wealth Services sold out of York Water (YORW) in Q2 2021, closing a stake of 8,000 shares — an estimated $392K sold.

McKinley Carter Wealth Services first reported a position in YORW in Q1 2018 and held it in 2 quarters. The position peaked at $392K in Q1 2021. 121 funds tracked by Wall St. Rank hold YORW as of Q2 2021.

  • McKinley Carter Wealth Services reported no remaining York Water position as of Q2 2021 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 8,000 York Water shares in Q2 2021, an estimated $392K.
  • McKinley Carter Wealth Services first reported a position in York Water in Q1 2018 and held it in 2 quarters.
  • McKinley Carter Wealth Services's York Water position peaked at $392K in Q1 2021.
  • 121 funds tracked by Wall St. Rank held York Water as of Q2 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2021, filed 12 Aug 2021.