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Smartleaf Asset Management’s York Water YORW Stock Holding History

Smartleaf Asset Management’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
Q1 		– Sell
-43
Closed -$1.42K – 3019
2024
Q4 		$1.42K Buy
43
+22
+105% +$784 ﹤0.01% 2610
2024
Q3 		$787 Buy
+21
New +$815 ﹤0.01% 2706

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smartleaf Asset Management's YORW Position: Q1 2025 in Review

Smartleaf Asset Management sold out of York Water (YORW) in Q1 2025, closing a stake of 43 shares — an estimated $1.42K sold.

Smartleaf Asset Management first reported a position in YORW in Q3 2024 and held it in 2 quarters. The position peaked at $1.42K in Q4 2024. 168 funds tracked by Wall St. Rank hold YORW as of Q1 2025.

  • Smartleaf Asset Management reported no remaining York Water position as of Q1 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 43 York Water shares in Q1 2025, an estimated $1.42K.
  • Smartleaf Asset Management first reported a position in York Water in Q3 2024 and held it in 2 quarters.
  • Smartleaf Asset Management's York Water position peaked at $1.42K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held York Water as of Q1 2025.

Based on Smartleaf Asset Management's 13F filing for Q1 2025, filed 14 May 2025.