Stifel Financial
YORW icon

Stifel Financial’s York Water YORW Stock Holding History

Stifel Financial’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
2021
Q4 		– Sell
-5,000
Closed -$218K – 3479
2021
Q3 		$218K Buy
+5,000
New +$240K ﹤0.01% 3087
2017
Q4 		– Sell
-7,149
Closed -$244K – 2736
2017
Q3 		$244K Buy
7,149
+43
+0.6% +$1.46K ﹤0.01% 2264
2017
Q2 		$252K Buy
7,106
+551
+8% +$19.4K ﹤0.01% 2215
2017
Q1 		$233K Buy
+6,555
New +$233K ﹤0.01% 2237

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Stifel Financial's YORW Position: Q4 2021 in Review

Stifel Financial sold out of York Water (YORW) in Q4 2021, closing a stake of 5,000 shares — an estimated $218K sold.

Stifel Financial first reported a position in YORW in Q1 2017 and held it in 4 quarters. The position peaked at $252K in Q2 2017. 130 funds tracked by Wall St. Rank hold YORW as of Q4 2021.

  • Stifel Financial reported no remaining York Water position as of Q4 2021 after selling out during the quarter.
  • Stifel Financial sold 5,000 York Water shares in Q4 2021, an estimated $218K.
  • Stifel Financial first reported a position in York Water in Q1 2017 and held it in 4 quarters.
  • Stifel Financial's York Water position peaked at $252K in Q2 2017.
  • 130 funds tracked by Wall St. Rank held York Water as of Q4 2021.

Based on Stifel Financial's 13F filing for Q4 2021, filed 14 Feb 2022.