SIC
HTO

SJS Investment Consulting’s H2O America HTO Stock Holding History

SJS Investment Consulting’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$411 Buy
7
+4
+133% +$218 ﹤0.01% 1806
2025
Q4 		$147 Buy
3
+2
+200% +$96 ﹤0.01% 1882
2025
Q3 		$49 Sell
1
-2
-67% -$100 ﹤0.01% 1609
2025
Q2 		$156 Sell
3
-2
-40% -$106 ﹤0.01% 1422
2025
Q1 		$274 Buy
5
+4
+400% +$205 ﹤0.01% 1403
2024
Q4 		$50 Sell
1
-5
-83% -$275 ﹤0.01% 1559
2024
Q3 		$349 Buy
6
+2
+50% +$117 ﹤0.01% 1419
2024
Q2 		$217 Hold
4
– – ﹤0.01% 1496
2024
Q1 		$227 Sell
4
-3
-43% -$178 ﹤0.01% 1460
2023
Q4 		$458 Buy
7
+3
+75% +$190 ﹤0.01% 1277
2023
Q3 		$241 Hold
4
– – ﹤0.01% 1422
2023
Q2 		$281 Hold
4
– – ﹤0.01% 1330
2023
Q1 		$305 Sell
4
-3
-43% -$232 ﹤0.01% 1281
2022
Q4 		$568 Buy
7
+4
+133% +$286 ﹤0.01% 1179
2022
Q3 		$0 Buy
+3
New +$193 ﹤0.01% 1502
2022
Q1 		$0 Buy
+1
New +$67 ﹤0.01% 1270

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM