Raymond James & Associates’s York Water YORW Stock Holding History

Raymond James & Associates’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
2024 Q3	–	Sell	-17,929	Closed	-$665K	–	4119
2024 Q2	$665K	Buy	+17,929	New	+$650K	﹤0.01%	2883

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

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

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

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

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

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

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

Raymond James & Associates's YORW Position: Q3 2024 in Review

Raymond James & Associates sold out of York Water (YORW) in Q3 2024, closing a stake of 17,929 shares — an estimated $665K sold.

Raymond James & Associates first reported a position in YORW in Q2 2024 and held it in 1 quarter. The position peaked at $665K in Q2 2024. 151 funds tracked by Wall St. Rank hold YORW as of Q3 2024.

Raymond James & Associates reported no remaining York Water position as of Q3 2024 after selling out during the quarter.
Raymond James & Associates sold 17,929 York Water shares in Q3 2024, an estimated $665K.
Raymond James & Associates first reported a position in York Water in Q2 2024 and held it in 1 quarter.
Raymond James & Associates's York Water position peaked at $665K in Q2 2024.
151 funds tracked by Wall St. Rank held York Water as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.