R Squared’s York Water YORW Stock Holding History

R Squared’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 Q1	–	Sell	-300	Closed	-$9.82K	–	1536
2024 Q4	$9.82K	Buy	+300	New	+$10.7K	0.01%	1159

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

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

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

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

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

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

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

R Squared's YORW Position: Q1 2025 in Review

R Squared sold out of York Water (YORW) in Q1 2025, closing a stake of 300 shares — an estimated $9.82K sold.

R Squared first reported a position in YORW in Q4 2024 and held it in 1 quarter. The position peaked at $9.82K in Q4 2024. 168 funds tracked by Wall St. Rank hold YORW as of Q1 2025.

R Squared reported no remaining York Water position as of Q1 2025 after selling out during the quarter.
R Squared sold 300 York Water shares in Q1 2025, an estimated $9.82K.
R Squared first reported a position in York Water in Q4 2024 and held it in 1 quarter.
R Squared's York Water position peaked at $9.82K in Q4 2024.
168 funds tracked by Wall St. Rank held York Water as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.