Oxford Asset Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.25M	Buy	+33,680	New	+$1.25M	0.45%	37
2017 Q3	–	Sell	-14,837	Closed	-$494K	–	1733
2017 Q2	$494K	Sell	14,837 -13,414	-47%	-$447K	0.01%	1125
2017 Q1	$908K	Buy	+28,251	New	+$908K	0.02%	846