Pacifica Partners’s York Water YORW Stock Holding History

Pacifica Partners’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 Q4	–	Sell	-50	Closed	-$1.85K	–	575
2023 Q3	$1.85K	Buy	+50	New	+$2.04K	﹤0.01%	482

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Pacifica Partners's YORW Position: Q4 2023 in Review

Pacifica Partners sold out of York Water (YORW) in Q4 2023, closing a stake of 50 shares — an estimated $1.85K sold.

Pacifica Partners first reported a position in YORW in Q3 2023 and held it in 1 quarter. The position peaked at $1.85K in Q3 2023. 144 funds tracked by Wall St. Rank hold YORW as of Q4 2023.

Pacifica Partners reported no remaining York Water position as of Q4 2023 after selling out during the quarter.
Pacifica Partners sold 50 York Water shares in Q4 2023, an estimated $1.85K.
Pacifica Partners first reported a position in York Water in Q3 2023 and held it in 1 quarter.
Pacifica Partners's York Water position peaked at $1.85K in Q3 2023.
144 funds tracked by Wall St. Rank held York Water as of Q4 2023.

Based on Pacifica Partners's 13F filing for Q4 2023, filed 8 Jan 2024.