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Savant Capital’s York Water YORW Stock Holding History

Savant Capital’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
-5,597
Closed -$208K – 1476
2024
Q2 		$208K Buy
+5,597
New +$203K ﹤0.01% 1126

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savant Capital's YORW Position: Q3 2024 in Review

Savant Capital sold out of York Water (YORW) in Q3 2024, closing a stake of 5,597 shares — an estimated $208K sold.

Savant Capital first reported a position in YORW in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 151 funds tracked by Wall St. Rank hold YORW as of Q3 2024.

  • Savant Capital reported no remaining York Water position as of Q3 2024 after selling out during the quarter.
  • Savant Capital sold 5,597 York Water shares in Q3 2024, an estimated $208K.
  • Savant Capital first reported a position in York Water in Q2 2024 and held it in 1 quarter.
  • Savant Capital's York Water position peaked at $208K in Q2 2024.
  • 151 funds tracked by Wall St. Rank held York Water as of Q3 2024.

Based on Savant Capital's 13F filing for Q3 2024, filed 4 Nov 2024.