Planning Capital Management Corporation’s York Water YORW Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$2.26K	Buy	+60	New	+$2.33K	﹤0.01%	577

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Capital Management Corporation's YORW Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in York Water (YORW) in Q3 2024: 60 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings.

151 funds tracked by Wall St. Rank hold YORW as of Q3 2024.

Planning Capital Management Corporation held 60 shares of York Water worth $2.26K as of Q3 2024.
York Water was a new Planning Capital Management Corporation position in Q3 2024.
York Water made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #577 holding.
151 funds tracked by Wall St. Rank held York Water as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.