Ridgewood Investments’s Middlesex Water MSEX Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-140	Closed	-$11.3K	–	538
2023 Q2	$11.3K	Buy	+140	New	+$11K	0.01%	500

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Ridgewood Investments's MSEX Position: Q3 2023 in Review

Ridgewood Investments sold out of Middlesex Water (MSEX) in Q3 2023, closing a stake of 140 shares — an estimated $11.3K sold.

Ridgewood Investments first reported a position in MSEX in Q2 2023 and held it in 1 quarter. The position peaked at $11.3K in Q2 2023. 186 funds tracked by Wall St. Rank hold MSEX as of Q3 2023.

Ridgewood Investments reported no remaining Middlesex Water position as of Q3 2023 after selling out during the quarter.
Ridgewood Investments sold 140 Middlesex Water shares in Q3 2023, an estimated $11.3K.
Ridgewood Investments first reported a position in Middlesex Water in Q2 2023 and held it in 1 quarter.
Ridgewood Investments's Middlesex Water position peaked at $11.3K in Q2 2023.
186 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.