Moody Aldrich Partners’s American States Water AWR Stock Holding History

Moody Aldrich Partners’s Portfolio AWR Stock Details AWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-35,901	Closed	-$3.32M	–	159
2022 Q4	$3.32M	Sell	35,901 -26,527	-42%	-$2.42M	0.67%	64
2022 Q3	$4.87M	Buy	62,428 +701	+1%	+$59.5K	1%	41
2022 Q2	$5.03M	Sell	61,727 -9,657	-14%	-$776K	0.99%	43
2022 Q1	$6.36M	Buy	+71,384	New	+$6.36M	0.89%	48

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moody Aldrich Partners's AWR Position: Q1 2023 in Review

Moody Aldrich Partners sold out of American States Water (AWR) in Q1 2023, closing a stake of 35,901 shares — an estimated $3.32M sold.

Moody Aldrich Partners first reported a position in AWR in Q1 2022 and held it in 4 quarters. The position peaked at $6.36M in Q1 2022. 319 funds tracked by Wall St. Rank hold AWR as of Q1 2023.

Moody Aldrich Partners reported no remaining American States Water position as of Q1 2023 after selling out during the quarter.
Moody Aldrich Partners sold 35,901 American States Water shares in Q1 2023, an estimated $3.32M.
Moody Aldrich Partners first reported a position in American States Water in Q1 2022 and held it in 4 quarters.
Moody Aldrich Partners's American States Water position peaked at $6.36M in Q1 2022.
319 funds tracked by Wall St. Rank held American States Water as of Q1 2023.

Based on Moody Aldrich Partners's 13F filing for Q1 2023, filed 27 Apr 2023.