Summit Global Investments’s Essential Utilities WTRG Stock Holding History

Summit Global Investments’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-11,923	Closed	-$534K	–	636
2021 Q1	$534K	Buy	11,923 +1,433	+14%	+$64.7K	0.03%	335
2020 Q4	$496K	Buy	10,490 +4,768	+83%	+$212K	0.05%	199
2020 Q3	$230K	Buy	+5,722	New	+$246K	0.02%	232
2020 Q1	–	Sell	-50,557	Closed	-$2.37M	–	314
2019 Q4	$2.37M	Sell	50,557 -17	-0%	-$766	0.26%	78
2019 Q3	$2.27M	Buy	50,574 +415	+0.8%	+$17.8K	0.26%	77
2019 Q2	$2.08M	Sell	50,159 -8,666	-15%	-$337K	0.26%	85
2019 Q1	$2.14M	Buy	+58,825	New	+$2.07M	0.27%	92

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Global Investments's WTRG Position: Q2 2021 in Review

Summit Global Investments sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 11,923 shares — an estimated $534K sold.

Summit Global Investments first reported a position in WTRG in Q1 2019 and held it in 7 quarters. The position peaked at $2.37M in Q4 2019. 589 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

Summit Global Investments reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
Summit Global Investments sold 11,923 Essential Utilities shares in Q2 2021, an estimated $534K.
Summit Global Investments first reported a position in Essential Utilities in Q1 2019 and held it in 7 quarters.
Summit Global Investments's Essential Utilities position peaked at $2.37M in Q4 2019.
589 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Summit Global Investments's 13F filing for Q2 2021, filed 28 Jan 2022.