Sierra Capital’s Essential Utilities WTRG Stock Holding History

Sierra Capital’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
2023 Q1	–	Sell	-31	Closed	-$1K	–	559
2022 Q4	$1K	Hold	31	–	–	﹤0.01%	625
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	643
2022 Q2	$1K	Buy	+31	New	+$1.44K	﹤0.01%	702

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

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

PAMS

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Sierra Capital's WTRG Position: Q1 2023 in Review

Sierra Capital sold out of Essential Utilities (WTRG) in Q1 2023, closing a stake of 31 shares — an estimated $1K sold.

Sierra Capital first reported a position in WTRG in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 648 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

Sierra Capital reported no remaining Essential Utilities position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 31 Essential Utilities shares in Q1 2023, an estimated $1K.
Sierra Capital first reported a position in Essential Utilities in Q2 2022 and held it in 3 quarters.
Sierra Capital's Essential Utilities position peaked at $1K in Q4 2022.
648 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.