Sandy Spring Bank’s Essential Utilities WTRG Stock Holding History

Sandy Spring Bank’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.29K	Sell	58 -106	-65%	-$3.89K	﹤0.01%	1031
2024 Q4	$5.96K	Hold	164	–	–	﹤0.01%	949
2024 Q3	$6.33K	Hold	164	–	–	﹤0.01%	928
2024 Q2	$6.12K	Hold	164	–	–	﹤0.01%	960
2024 Q1	$6.08K	Hold	164	–	–	﹤0.01%	936
2023 Q4	$6.13K	Sell	164 -554	-77%	-$19.3K	﹤0.01%	893
2023 Q3	$24.6K	Sell	718 -55	-7%	-$2.13K	﹤0.01%	674
2023 Q2	$30.9K	Hold	773	–	–	﹤0.01%	634
2023 Q1	$33.7K	Hold	773	–	–	﹤0.01%	599
2022 Q4	$36.9K	Buy	773 +609	+371%	+$27.6K	﹤0.01%	584
2022 Q3	$7K	Hold	164	–	–	﹤0.01%	876
2022 Q2	$8K	Buy	164 +58	+55%	+$2.69K	﹤0.01%	880
2022 Q1	$5K	Hold	106	–	–	﹤0.01%	979
2021 Q4	$6K	Hold	106	–	–	﹤0.01%	1005
2021 Q3	$5K	Hold	106	–	–	﹤0.01%	982
2021 Q2	$5K	Hold	106	–	–	﹤0.01%	988
2021 Q1	$5K	Hold	106	–	–	﹤0.01%	885
2020 Q4	$5K	Buy	+106	New	+$4.71K	﹤0.01%	833

Other funds holding WTRG

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Sandy Spring Bank's WTRG Position: Q1 2025 in Review

Sandy Spring Bank reduced its Essential Utilities (WTRG) stake by 65% in Q1 2025, selling an estimated $3.89K and leaving 58 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Sandy Spring Bank first reported a position in WTRG in Q4 2020 and has held it in 18 quarters since. The position peaked at $36.9K in Q4 2022. 679 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

Sandy Spring Bank held 58 shares of Essential Utilities worth $2.29K as of Q1 2025.
Sandy Spring Bank sold 106 Essential Utilities shares in Q1 2025, an estimated $3.89K.
Essential Utilities made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1031 holding.
Sandy Spring Bank first reported a position in Essential Utilities in Q4 2020 and has held it in 18 quarters since.
Sandy Spring Bank's Essential Utilities position peaked at $36.9K in Q4 2022.
679 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.