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Susquehanna Fundamental Investments’s California Water Service CWT Stock Holding History

Susquehanna Fundamental Investments’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,565
Closed -$890K – 606
2025
Q2 		$890K Sell
19,565
-39,672
-67% -$1.9M 0.02% 464
2025
Q1 		$2.87M Buy
59,237
+27,840
+89% +$1.26M 0.04% 443
2024
Q4 		$1.42M Buy
+31,397
New +$1.58M 0.02% 620
2024
Q2 		$2M Buy
+41,170
New +$2M 0.05% 411
2023
Q2 		– Sell
-8,988
Closed -$523K – 698
2023
Q1 		$523K Hold
8,988
– – 0.01% 668
2022
Q4 		$545K Sell
8,988
-28,025
-76% -$1.68M 0.01% 845
2022
Q3 		$1.95M Buy
+37,013
New +$2.17M 0.03% 582
2022
Q1 		$869K Buy
14,652
+312
+2% +$18.8K 0.02% 891
2021
Q4 		$1.03M Sell
14,340
-7,210
-33% -$464K 0.03% 642
2021
Q3 		$1.27M Sell
21,550
-13,671
-39% -$841K 0.02% 766
2021
Q2 		$1.96M Hold
35,221
– – 0.04% 602
2021
Q1 		$1.98M Buy
35,221
+1,488
+4% +$82.5K 0.03% 658
2020
Q4 		$1.82M Buy
33,733
+11,075
+49% +$546K 0.03% 653
2020
Q3 		$984K Buy
+22,658
New +$1.05M 0.03% 652

Other funds holding CWT

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna Fundamental Investments's CWT Position: Q3 2025 in Review

Susquehanna Fundamental Investments sold out of California Water Service (CWT) in Q3 2025, closing a stake of 19,565 shares — an estimated $890K sold.

Susquehanna Fundamental Investments first reported a position in CWT in Q3 2020 and held it in 14 quarters. The position peaked at $2.87M in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • Susquehanna Fundamental Investments reported no remaining California Water Service position as of Q3 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 19,565 California Water Service shares in Q3 2025, an estimated $890K.
  • Susquehanna Fundamental Investments first reported a position in California Water Service in Q3 2020 and held it in 14 quarters.
  • Susquehanna Fundamental Investments's California Water Service position peaked at $2.87M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2025, filed 14 Nov 2025.