Putnam Investments’s Essential Utilities WTRG Stock Holding History

Putnam 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
2022 Q4	–	Sell	-69,586	Closed	-$2.88M	–	1206
2022 Q3	$2.88M	Buy	+69,586	New	+$3.37M	0.01%	670

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

PAMS

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Putnam Investments's WTRG Position: Q4 2022 in Review

Putnam Investments sold out of Essential Utilities (WTRG) in Q4 2022, closing a stake of 69,586 shares — an estimated $2.88M sold.

Putnam Investments first reported a position in WTRG in Q3 2022 and held it in 1 quarter. The position peaked at $2.88M in Q3 2022. 656 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

Putnam Investments reported no remaining Essential Utilities position as of Q4 2022 after selling out during the quarter.
Putnam Investments sold 69,586 Essential Utilities shares in Q4 2022, an estimated $2.88M.
Putnam Investments first reported a position in Essential Utilities in Q3 2022 and held it in 1 quarter.
Putnam Investments's Essential Utilities position peaked at $2.88M in Q3 2022.
656 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on Putnam Investments's 13F filing for Q4 2022, filed 14 Feb 2023.