Quantbot Technologies’s York Water YORW Stock Holding History

Quantbot Technologies’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
2026 Q1	$277K	Buy	+9,110	New	+$294K	0.01%	1076
2025 Q4	–	Sell	-5,769	Closed	-$175K	–	2240
2025 Q3	$175K	Buy	+5,769	New	+$179K	﹤0.01%	1329
2024 Q4	–	Sell	-1,116	Closed	-$41.8K	–	1892
2024 Q3	$41.8K	Sell	1,116 -147	-12%	-$5.7K	﹤0.01%	1309
2024 Q2	$46.8K	Sell	1,263 -874	-41%	-$31.7K	﹤0.01%	1260
2024 Q1	$77.5K	Buy	2,137 +774	+57%	+$27.9K	﹤0.01%	1255
2023 Q4	$52.6K	Buy	1,363 +31	+2%	+$1.17K	﹤0.01%	1326
2023 Q3	$49.9K	Sell	1,332 -1,093	-45%	-$44.6K	﹤0.01%	1246
2023 Q2	$100K	Buy	2,425 +1,480	+157%	+$64.2K	0.01%	1180
2023 Q1	$42.2K	Sell	945 -1,662	-64%	-$74.3K	﹤0.01%	1280
2022 Q4	$117K	Buy	2,607 +875	+51%	+$38K	0.01%	1079
2022 Q3	$66K	Buy	1,732 +1,332	+333%	+$57.1K	0.01%	1200
2022 Q2	$16K	Buy	+400	New	+$16.2K	﹤0.01%	1478

Other funds holding YORW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Legal & General Group

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

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM