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
2026
Q1 		$3.04K Hold
100
– – ﹤0.01% 8179
2025
Q4 		$3.18K Hold
100
– – ﹤0.01% 7656
2025
Q3 		$3K Sell
100
-1,500
-94% -$46.5K ﹤0.01% 8580
2025
Q2 		$50K Buy
1,600
+1,200
+300% +$40.1K ﹤0.01% 5924
2025
Q1 		$13K Buy
+400
New +$13K ﹤0.01% 6945
2024
Q3 		– Sell
-1,000
Closed -$37K – 9741
2024
Q2 		$37K Buy
1,000
+900
+900% +$32.6K ﹤0.01% 6376
2024
Q1 		$3K Hold
100
– – ﹤0.01% 8335
2023
Q4 		$3K Buy
+100
New +$3.77K ﹤0.01% 8177
2022
Q4 		– Sell
-400
Closed -$15K – 10632
2022
Q3 		$15K Buy
+400
New +$17.2K ﹤0.01% 7855
2022
Q1 		– Sell
-600
Closed -$29K – 11550
2021
Q4 		$29K Buy
+600
New +$28.6K ﹤0.01% 7961
2021
Q2 		– Sell
-2
Closed -$9K – 10819
2021
Q1 		$9K Sell
2
-1
-33% -$46 ﹤0.01% 7977
2020
Q4 		$13K Buy
+3
New +$137 ﹤0.01% 7270
2019
Q4 		– Sell
-4
Closed -$17K – 8068
2019
Q3 		$17K Buy
4
+2
+100% +$75 ﹤0.01% 5930
2019
Q2 		$7K Sell
2
-7
-78% -$240 ﹤0.01% 6314
2019
Q1 		$30K Sell
9
-16
-64% -$536 ﹤0.01% 5417
2018
Q4 		$80K Buy
25
+14
+127% +$449 ﹤0.01% 4071
2018
Q3 		$33K Sell
11
-42
-79% -$1.29K ﹤0.01% 5563
2018
Q2 		$168K Hold
53
– – ﹤0.01% 3697
2018
Q1 		$16K Buy
+53
New +$1.64K ﹤0.01% 3585
2017
Q3 		– Sell
-22
Closed -$3K – 6775
2017
Q2 		$3K Buy
+22
New +$775 ﹤0.01% 5062
2017
Q1 		– Sell
-30
Closed -$2K – 6886
2016
Q4 		$2K Buy
+30
New +$1.01K ﹤0.01% 5149

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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.