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New Age Alpha Advisors’s York Water YORW Stock Holding History

New Age Alpha Advisors’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
2025
Q3 		– Sell
-1,954
Closed -$61.7K – 856
2025
Q2 		$61.7K Buy
+1,954
New +$65.3K ﹤0.01% 762
2025
Q1 		– Sell
-1,243
Closed -$40.7K – 1043
2024
Q4 		$40.7K Buy
+1,243
New +$44.3K ﹤0.01% 803

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

New Age Alpha Advisors's YORW Position: Q3 2025 in Review

New Age Alpha Advisors sold out of York Water (YORW) in Q3 2025, closing a stake of 1,954 shares — an estimated $61.7K sold.

New Age Alpha Advisors first reported a position in YORW in Q4 2024 and held it in 2 quarters. The position peaked at $61.7K in Q2 2025. 161 funds tracked by Wall St. Rank hold YORW as of Q3 2025.

  • New Age Alpha Advisors reported no remaining York Water position as of Q3 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 1,954 York Water shares in Q3 2025, an estimated $61.7K.
  • New Age Alpha Advisors first reported a position in York Water in Q4 2024 and held it in 2 quarters.
  • New Age Alpha Advisors's York Water position peaked at $61.7K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held York Water as of Q3 2025.

Based on New Age Alpha Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.