OAM
HTO

Ostrum Asset Management’s H2O America HTO Stock Holding History

Ostrum Asset Management’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-517
Closed -$28.3K – 629
2025
Q1 		$28.3K Sell
517
-683
-57% -$35K ﹤0.01% 636
2024
Q4 		$59.1K Buy
1,200
+737
+159% +$40.6K 0.01% 620
2024
Q3 		$26.9K Sell
463
-702
-60% -$41.1K ﹤0.01% 632
2024
Q2 		$63.2K Buy
1,165
+297
+34% +$16.3K 0.01% 620
2024
Q1 		$49.1K Buy
868
+506
+140% +$30K ﹤0.01% 645
2023
Q4 		$23.7K Sell
362
-496
-58% -$31.5K ﹤0.01% 655
2023
Q3 		$51.6K Buy
858
+247
+40% +$16.6K ﹤0.01% 671
2023
Q2 		$42.8K Hold
611
– – ﹤0.01% 661
2023
Q1 		$46.5K Buy
+611
New +$47.2K ﹤0.01% 654
2019
Q3 		– Sell
-25,050
Closed -$1.52M – 121
2019
Q2 		$1.52M Buy
25,050
+11,800
+89% +$726K 0.42% 83
2019
Q1 		$818K Buy
13,250
+4,300
+48% +$258K 0.27% 106
2018
Q4 		$498K Buy
+8,950
New +$531K 0.2% 125

Other funds holding HTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return