Pictet Asset Management (Switzerland)’s Essential Utilities WTRG Stock Holding History

Pictet Asset Management (Switzerland)’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	$200M	Sell	5,003,490 -428,619	-8%	-$18M	0.24%	119
2023 Q1	$237M	Sell	5,432,109 -252,635	-4%	-$11.4M	0.3%	95
2022 Q4	$271M	Sell	5,684,744 -131,760	-2%	-$5.96M	0.39%	63
2022 Q3	$241M	Buy	5,816,504 +27,268	+0.5%	+$1.32M	0.36%	72
2022 Q2	$265M	Sell	5,789,236 -106,921	-2%	-$4.97M	0.37%	65
2022 Q1	$301M	Buy	5,896,157 +464,464	+9%	+$22.4M	0.34%	75
2021 Q4	$292M	Buy	5,431,693 +1,016,403	+23%	+$49.4M	0.29%	96
2021 Q3	$203M	Buy	+4,415,290	New	+$214M	0.22%	130

Other funds holding WTRG

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s WTRG Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Essential Utilities (WTRG) stake by 7.9% in Q2 2023, selling an estimated $18M and leaving 5,003,490 shares worth $200M. The position accounts for 0.24% of the portfolio, ranked #119.

Pictet Asset Management (Switzerland) first reported a position in WTRG in Q3 2021 and has held it in 8 quarters since. The position peaked at $301M in Q1 2022. 626 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

Pictet Asset Management (Switzerland) held 5,003,490 shares of Essential Utilities worth $200M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 428,619 Essential Utilities shares in Q2 2023, an estimated $18M.
Essential Utilities made up 0.24% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #119 holding.
Pictet Asset Management (Switzerland) first reported a position in Essential Utilities in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Essential Utilities position peaked at $301M in Q1 2022.
626 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.