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Principal Securities’s York Water YORW Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-10
Closed -$304 – 3556
2025
Q3 		$304 Hold
10
– – ﹤0.01% 3610
2025
Q2 		$316 Buy
10
+1
+11% +$33 ﹤0.01% 3553
2025
Q1 		$294 Hold
9
– – ﹤0.01% 3424
2024
Q4 		$294 Hold
9
– – ﹤0.01% 3419
2024
Q3 		$337 Hold
9
– – ﹤0.01% 3330
2024
Q2 		$334 Hold
9
– – ﹤0.01% 3250
2024
Q1 		$326 Buy
+9
New +$324 ﹤0.01% 3195

Other funds holding YORW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return