Simplex Trading
YORW icon

Simplex Trading’s York Water YORW Stock Holding History

Simplex Trading’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
Q4 		– Sell
-561
Closed -$18K – 10312
2025
Q3 		$17K Buy
+561
New +$17.4K ﹤0.01% 7507
2025
Q1 		– Sell
-974
Closed -$31.7K – 9873
2024
Q4 		$31K Buy
+974
New +$34.7K ﹤0.01% 6336
2024
Q2 		– Sell
-68
Closed -$2.46K – 9996
2024
Q1 		$2K Sell
68
-310
-82% -$11.2K ﹤0.01% 8485
2023
Q4 		$14K Buy
+378
New +$14.2K ﹤0.01% 7215
2023
Q1 		– Sell
-104
Closed -$4K – 10299
2022
Q4 		$4K Hold
104
– – ﹤0.01% 8281
2022
Q3 		$3K Buy
104
+100
+2,500% +$4.29K ﹤0.01% 9169
2022
Q2 		$0 Buy
+4
New +$162 ﹤0.01% 11278
2019
Q4 		– Sell
-538
Closed -$23K – 8069
2019
Q3 		$23K Buy
538
+400
+290% +$15.1K ﹤0.01% 5718
2019
Q2 		$4K Buy
+138
New +$4.74K ﹤0.01% 6571
2018
Q2 		– Sell
-2,415
Closed -$77.4K – 7967
2018
Q1 		$74K Buy
2,415
+1,636
+210% +$50.5K ﹤0.01% 2047
2017
Q4 		$26K Sell
779
-630
-45% -$22.2K ﹤0.01% 3076
2017
Q3 		$47K Buy
1,409
+1,194
+555% +$40.5K ﹤0.01% 2366
2017
Q2 		$7K Buy
+215
New +$7.57K ﹤0.01% 4339

Other funds holding YORW

ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simplex Trading's YORW Position: Q4 2025 in Review

Simplex Trading sold out of York Water (YORW) in Q4 2025, closing a stake of 561 shares — an estimated $18K sold.

Simplex Trading first reported a position in YORW in Q2 2017 and held it in 13 quarters. The position peaked at $74K in Q1 2018. 161 funds tracked by Wall St. Rank hold YORW as of Q4 2025.

  • Simplex Trading reported no remaining York Water position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 561 York Water shares in Q4 2025, an estimated $18K.
  • Simplex Trading first reported a position in York Water in Q2 2017 and held it in 13 quarters.
  • Simplex Trading's York Water position peaked at $74K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held York Water as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.