Romano Brothers & Co’s Middlesex Water MSEX Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-200	Closed	-$15.7K	–	703
2022 Q4	$15.7K	Buy	+200	New	+$17.4K	﹤0.01%	655

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

PAMS

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Romano Brothers & Co's MSEX Position: Q1 2023 in Review

Romano Brothers & Co sold out of Middlesex Water (MSEX) in Q1 2023, closing a stake of 200 shares — an estimated $15.7K sold.

Romano Brothers & Co first reported a position in MSEX in Q4 2022 and held it in 1 quarter. The position peaked at $15.7K in Q4 2022. 200 funds tracked by Wall St. Rank hold MSEX as of Q1 2023.

Romano Brothers & Co reported no remaining Middlesex Water position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 200 Middlesex Water shares in Q1 2023, an estimated $15.7K.
Romano Brothers & Co first reported a position in Middlesex Water in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Middlesex Water position peaked at $15.7K in Q4 2022.
200 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.