Sumitomo Mitsui Trust Group
AWR icon

Sumitomo Mitsui Trust Group’s American States Water AWR Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,190
Closed -$248K – 1034
2024
Q4 		$248K Buy
+3,190
New +$266K ﹤0.01% 1010

Other funds holding AWR

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group's AWR Position: Q1 2025 in Review

Sumitomo Mitsui Trust Group sold out of American States Water (AWR) in Q1 2025, closing a stake of 3,190 shares — an estimated $248K sold.

Sumitomo Mitsui Trust Group first reported a position in AWR in Q4 2024 and held it in 1 quarter. The position peaked at $248K in Q4 2024. 356 funds tracked by Wall St. Rank hold AWR as of Q1 2025.

  • Sumitomo Mitsui Trust Group reported no remaining American States Water position as of Q1 2025 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 3,190 American States Water shares in Q1 2025, an estimated $248K.
  • Sumitomo Mitsui Trust Group first reported a position in American States Water in Q4 2024 and held it in 1 quarter.
  • Sumitomo Mitsui Trust Group's American States Water position peaked at $248K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held American States Water as of Q1 2025.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2025, filed 25 Apr 2025.