Psagot Value Holdings’s Middlesex Water MSEX Stock Holding History

Psagot Value Holdings’s Portfolio MSEX Stock Details MSEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7	Closed	-$1K	–	590
2023 Q1	$1K	Buy	+7	New	+$565	﹤0.01%	464

Other funds holding MSEX

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Psagot Value Holdings's MSEX Position: Q2 2023 in Review

Psagot Value Holdings sold out of Middlesex Water (MSEX) in Q2 2023, closing a stake of 7 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in MSEX in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 185 funds tracked by Wall St. Rank hold MSEX as of Q2 2023.

Psagot Value Holdings reported no remaining Middlesex Water position as of Q2 2023 after selling out during the quarter.
Psagot Value Holdings sold 7 Middlesex Water shares in Q2 2023, an estimated $1K.
Psagot Value Holdings first reported a position in Middlesex Water in Q1 2023 and held it in 1 quarter.
Psagot Value Holdings's Middlesex Water position peaked at $1K in Q1 2023.
185 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2023.

Based on Psagot Value Holdings's 13F filing for Q2 2023, filed 3 Aug 2023.