Mercer Global Advisors’s American States Water AWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.48M Buy
19,559
+4,025
+26% +$297K ﹤0.01% 1346
2025
Q4
$1.13M Buy
15,534
+3,951
+34% +$291K ﹤0.01% 1387
2025
Q3
$849K Buy
11,583
+7,985
+222% +$594K ﹤0.01% 1473
2025
Q2
$276K Buy
3,598
+889
+33% +$69.8K ﹤0.01% 1899
2025
Q1
$213K Sell
2,709
-1,289
-32% -$97.1K ﹤0.01% 1937
2024
Q4
$311K Buy
+3,998
New +$333K ﹤0.01% 1719
2024
Q1
Sell
-3,321
Closed -$267K 2001
2023
Q4
$267K Buy
3,321
+245
+8% +$19.6K ﹤0.01% 1676
2023
Q3
$242K Buy
+3,076
New +$262K ﹤0.01% 1660
2022
Q3
Sell
-2,883
Closed -$235K 1823
2022
Q2
$235K Sell
2,883
-21
-0.7% -$1.69K ﹤0.01% 1552
2022
Q1
$258K Buy
2,904
+467
+19% +$41.6K ﹤0.01% 1588
2021
Q4
$252K Buy
+2,437
New +$230K ﹤0.01% 1546

Other funds holding AWR