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Mirabella Financial Services’s Middlesex Water MSEX Stock Holding History

Mirabella Financial Services’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,330
Closed -$555K – 481
2022
Q2 		$555K Buy
+6,330
New +$567K 0.05% 229

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PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Dimensional Fund Advisors
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
First Manhattan
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KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Mirabella Financial Services's MSEX Position: Q3 2022 in Review

Mirabella Financial Services sold out of Middlesex Water (MSEX) in Q3 2022, closing a stake of 6,330 shares — an estimated $555K sold.

Mirabella Financial Services first reported a position in MSEX in Q2 2022 and held it in 1 quarter. The position peaked at $555K in Q2 2022. 198 funds tracked by Wall St. Rank hold MSEX as of Q3 2022.

  • Mirabella Financial Services reported no remaining Middlesex Water position as of Q3 2022 after selling out during the quarter.
  • Mirabella Financial Services sold 6,330 Middlesex Water shares in Q3 2022, an estimated $555K.
  • Mirabella Financial Services first reported a position in Middlesex Water in Q2 2022 and held it in 1 quarter.
  • Mirabella Financial Services's Middlesex Water position peaked at $555K in Q2 2022.
  • 198 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2022.

Based on Mirabella Financial Services's 13F filing for Q3 2022, filed 26 Oct 2022.