Schroder Investment Management Group
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Schroder Investment Management Group’s California Water Service CWT Stock Holding History

Schroder Investment Management Group’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,649
Closed -$1.21M – 1204
2023
Q3 		$1.21M Hold
25,649
– – ﹤0.01% 987
2023
Q2 		$1.32M Sell
25,649
-452
-2% -$25.4K ﹤0.01% 1005
2023
Q1 		$1.52M Sell
26,101
-3,489
-12% -$207K ﹤0.01% 1000
2022
Q4 		$1.79M Buy
29,590
+16,230
+121% +$975K ﹤0.01% 966
2022
Q3 		$704K Buy
+13,360
New +$783K ﹤0.01% 1084

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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Schroder Investment Management Group's CWT Position: Q4 2023 in Review

Schroder Investment Management Group sold out of California Water Service (CWT) in Q4 2023, closing a stake of 25,649 shares — an estimated $1.21M sold.

Schroder Investment Management Group first reported a position in CWT in Q3 2022 and held it in 5 quarters. The position peaked at $1.79M in Q4 2022. 284 funds tracked by Wall St. Rank hold CWT as of Q4 2023.

  • Schroder Investment Management Group reported no remaining California Water Service position as of Q4 2023 after selling out during the quarter.
  • Schroder Investment Management Group sold 25,649 California Water Service shares in Q4 2023, an estimated $1.21M.
  • Schroder Investment Management Group first reported a position in California Water Service in Q3 2022 and held it in 5 quarters.
  • Schroder Investment Management Group's California Water Service position peaked at $1.79M in Q4 2022.
  • 284 funds tracked by Wall St. Rank held California Water Service as of Q4 2023.

Based on Schroder Investment Management Group's 13F filing for Q4 2023, filed 14 Feb 2024.