Sierra Ocean’s York Water YORW Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-27	Closed	-$853	–	995
2025 Q2	$853	Hold	27	–	–	﹤0.01%	956
2025 Q1	$936	Hold	27	–	–	﹤0.01%	946
2024 Q4	$883	Buy	+27	New	+$962	﹤0.01%	968

Other funds holding YORW

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sierra Ocean's YORW Position: Q3 2025 in Review

Sierra Ocean sold out of York Water (YORW) in Q3 2025, closing a stake of 27 shares — an estimated $853 sold.

Sierra Ocean first reported a position in YORW in Q4 2024 and held it in 3 quarters. The position peaked at $936 in Q1 2025. 161 funds tracked by Wall St. Rank hold YORW as of Q3 2025.

Sierra Ocean reported no remaining York Water position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 27 York Water shares in Q3 2025, an estimated $853.
Sierra Ocean first reported a position in York Water in Q4 2024 and held it in 3 quarters.
Sierra Ocean's York Water position peaked at $936 in Q1 2025.
161 funds tracked by Wall St. Rank held York Water as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.