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
-1,500
Closed -$45K – 10313
2025
Q3 		$45K Buy
1,500
+1,300
+650% +$40.3K ﹤0.01% 6579
2025
Q2 		$6K Buy
+200
New +$6.68K ﹤0.01% 7688
2025
Q1 		– Sell
-1,000
Closed -$32K – 9874
2024
Q4 		$32K Buy
+1,000
New +$35.6K ﹤0.01% 6304
2024
Q3 		– Sell
-200
Closed -$7K – 9742
2024
Q2 		$7K Hold
200
– – ﹤0.01% 7714
2024
Q1 		$7K Sell
200
-1,300
-87% -$46.9K ﹤0.01% 7875
2023
Q4 		$57K Buy
+1,500
New +$56.5K ﹤0.01% 5966
2023
Q1 		– Sell
-100
Closed -$4K – 10300
2022
Q4 		$4K Sell
100
-100
-50% -$4.34K ﹤0.01% 8282
2022
Q3 		$7K Buy
+200
New +$8.58K ﹤0.01% 8583
2021
Q2 		– Sell
-1
Closed -$4K – 10820
2021
Q1 		$4K Sell
1
-4
-80% -$182 ﹤0.01% 8305
2020
Q4 		$23K Buy
+5
New +$229 ﹤0.01% 6886
2019
Q4 		– Sell
-5
Closed -$21K – 8070
2019
Q3 		$21K Buy
+5
New +$189 ﹤0.01% 5787
2019
Q2 		– Sell
-17
Closed -$58K – 7912
2019
Q1 		$58K Buy
+17
New +$569 ﹤0.01% 4894
2018
Q2 		– Sell
-60
Closed -$1K – 7968
2018
Q1 		$1K Buy
60
+44
+275% +$1.36K ﹤0.01% 5831
2017
Q4 		$2K Sell
16
-43
-73% -$1.51K ﹤0.01% 5291
2017
Q3 		$5K Buy
59
+35
+146% +$1.19K ﹤0.01% 4444
2017
Q2 		$11K Buy
+24
New +$845 ﹤0.01% 3921

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.