Santori & Peters Inc’s Essential Utilities WTRG Stock Holding History

Santori & Peters Inc’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
2020 Q1	–	Sell	-6,828	Closed	-$320K	–	87
2019 Q4	$320K	Hold	6,828	–	–	0.21%	55
2019 Q3	$306K	Hold	6,828	–	–	0.22%	54
2019 Q2	$282K	Buy	+6,828	New	+$266K	0.21%	57
2019 Q1	–	Sell	-6,828	Closed	-$233K	–	79
2018 Q4	$233K	Buy	+6,828	New	+$237K	0.21%	62

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Santori & Peters Inc's WTRG Position: Q1 2020 in Review

Santori & Peters Inc sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 6,828 shares — an estimated $320K sold.

Santori & Peters Inc first reported a position in WTRG in Q4 2018 and held it in 4 quarters. The position peaked at $320K in Q4 2019. 579 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

Santori & Peters Inc reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
Santori & Peters Inc sold 6,828 Essential Utilities shares in Q1 2020, an estimated $320K.
Santori & Peters Inc first reported a position in Essential Utilities in Q4 2018 and held it in 4 quarters.
Santori & Peters Inc's Essential Utilities position peaked at $320K in Q4 2019.
579 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Santori & Peters Inc's 13F filing for Q1 2020, filed 27 Apr 2020.