PEAK6 Investments’s Essential Utilities WTRG Stock Holding History

PEAK6 Investments’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,894	Closed	-$345K	–	4800
2023 Q1	$345K	Sell	7,894 -546	-6%	-$24.6K	﹤0.01%	2701
2022 Q4	$403K	Buy	+8,440	New	+$382K	﹤0.01%	2705
2022 Q2	–	Sell	-657	Closed	-$34K	–	5458
2022 Q1	$34K	Buy	+657	New	+$31.7K	﹤0.01%	4642
2021 Q1	–	Sell	-8,431	Closed	-$381K	–	5618
2020 Q4	$399K	Buy	+8,431	New	+$375K	﹤0.01%	3277
2020 Q2	–	Sell	-4,029	Closed	-$170K	–	4895
2020 Q1	$164K	Buy	+4,029	New	+$190K	﹤0.01%	3008
2019 Q4	–	Sell	-7,684	Closed	-$344K	–	4171
2019 Q3	$344K	Buy	+7,684	New	+$330K	﹤0.01%	2556
2019 Q1	–	Sell	-1,714	Closed	-$59K	–	4705
2018 Q4	$59K	Sell	1,714 -303	-15%	-$10.5K	﹤0.01%	3593
2018 Q3	$74K	Buy	+2,017	New	+$74.6K	﹤0.01%	3638

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

PEAK6 Investments's WTRG Position: Q2 2023 in Review

PEAK6 Investments sold out of Essential Utilities (WTRG) in Q2 2023, closing a stake of 7,894 shares — an estimated $345K sold.

PEAK6 Investments first reported a position in WTRG in Q3 2018 and held it in 8 quarters. The position peaked at $403K in Q4 2022. 625 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

PEAK6 Investments reported no remaining Essential Utilities position as of Q2 2023 after selling out during the quarter.
PEAK6 Investments sold 7,894 Essential Utilities shares in Q2 2023, an estimated $345K.
PEAK6 Investments first reported a position in Essential Utilities in Q3 2018 and held it in 8 quarters.
PEAK6 Investments's Essential Utilities position peaked at $403K in Q4 2022.
625 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on PEAK6 Investments's 13F filing for Q2 2023, filed 11 Aug 2023.