NewEdge Advisors’s York Water YORW Stock Holding History

NewEdge 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
2023 Q1	–	Sell	-100	Closed	-$4.5K	–	4195
2022 Q4	$4.5K	Buy	+100	New	+$4.34K	﹤0.01%	2629

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

NewEdge Advisors's YORW Position: Q1 2023 in Review

NewEdge Advisors sold out of York Water (YORW) in Q1 2023, closing a stake of 100 shares — an estimated $4.5K sold.

NewEdge Advisors first reported a position in YORW in Q4 2022 and held it in 1 quarter. The position peaked at $4.5K in Q4 2022. 144 funds tracked by Wall St. Rank hold YORW as of Q1 2023.

NewEdge Advisors reported no remaining York Water position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 100 York Water shares in Q1 2023, an estimated $4.5K.
NewEdge Advisors first reported a position in York Water in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's York Water position peaked at $4.5K in Q4 2022.
144 funds tracked by Wall St. Rank held York Water as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.