State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s York Water YORW Stock Holding History

State of Wisconsin Investment Board’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
2024
Q4 		– Sell
-9,121
Closed -$342K – 2386
2024
Q3 		$342K Sell
9,121
-786
-8% -$30.5K ﹤0.01% 2015
2024
Q2 		$367K Sell
9,907
-1,107
-10% -$40.1K ﹤0.01% 1964
2024
Q1 		$399K Sell
11,014
-942
-8% -$34K ﹤0.01% 1863
2023
Q4 		$462K Sell
11,956
-286
-2% -$10.8K ﹤0.01% 1792
2023
Q3 		$459K Buy
12,242
+513
+4% +$21K ﹤0.01% 1840
2023
Q2 		$484K Sell
11,729
-3,669
-24% -$159K ﹤0.01% 1837
2023
Q1 		$688K Sell
15,398
-580
-4% -$25.9K ﹤0.01% 1691
2022
Q4 		$719K Buy
15,978
+7,722
+94% +$335K ﹤0.01% 1711
2022
Q3 		$317K Buy
+8,256
New +$354K ﹤0.01% 2193
2021
Q2 		– Sell
-5,600
Closed -$274K – 2174
2021
Q1 		$274K Sell
5,600
-1,500
-21% -$68.4K ﹤0.01% 1942
2020
Q4 		$331K Buy
7,100
+1,100
+18% +$50.3K ﹤0.01% 1715
2020
Q3 		$254K Buy
+6,000
New +$275K ﹤0.01% 1878

Other funds holding YORW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State of Wisconsin Investment Board's YORW Position: Q4 2024 in Review

State of Wisconsin Investment Board sold out of York Water (YORW) in Q4 2024, closing a stake of 9,121 shares — an estimated $342K sold.

State of Wisconsin Investment Board first reported a position in YORW in Q3 2020 and held it in 12 quarters. The position peaked at $719K in Q4 2022. 152 funds tracked by Wall St. Rank hold YORW as of Q4 2024.

  • State of Wisconsin Investment Board reported no remaining York Water position as of Q4 2024 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 9,121 York Water shares in Q4 2024, an estimated $342K.
  • State of Wisconsin Investment Board first reported a position in York Water in Q3 2020 and held it in 12 quarters.
  • State of Wisconsin Investment Board's York Water position peaked at $719K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held York Water as of Q4 2024.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2024, filed 14 Feb 2025.