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Susquehanna Fundamental Investments’s York Water YORW Stock Holding History

Susquehanna Fundamental Investments’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
2025
Q1 		– Sell
-9,065
Closed -$297K – 1250
2024
Q4 		$297K Buy
+9,065
New +$323K ﹤0.01% 942
2024
Q2 		$339K Buy
+9,137
New +$331K 0.01% 768
2020
Q4 		– Sell
-6,500
Closed -$275K – 1628
2020
Q3 		$275K Buy
6,500
+1,100
+20% +$50.4K 0.01% 1087
2020
Q2 		$259K Buy
+5,400
New +$234K 0.01% 781

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna Fundamental Investments's YORW Position: Q1 2025 in Review

Susquehanna Fundamental Investments sold out of York Water (YORW) in Q1 2025, closing a stake of 9,065 shares — an estimated $297K sold.

Susquehanna Fundamental Investments first reported a position in YORW in Q2 2020 and held it in 4 quarters. The position peaked at $339K in Q2 2024. 168 funds tracked by Wall St. Rank hold YORW as of Q1 2025.

  • Susquehanna Fundamental Investments reported no remaining York Water position as of Q1 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 9,065 York Water shares in Q1 2025, an estimated $297K.
  • Susquehanna Fundamental Investments first reported a position in York Water in Q2 2020 and held it in 4 quarters.
  • Susquehanna Fundamental Investments's York Water position peaked at $339K in Q2 2024.
  • 168 funds tracked by Wall St. Rank held York Water as of Q1 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2025, filed 14 May 2025.