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Sustainable Insight Capital Management’s California Water Service CWT Stock Holding History

Sustainable Insight Capital Management’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
2022
Q3 		– Sell
-4,000
Closed -$231K – 109
2022
Q2 		$231K Buy
4,000
+100
+3% +$5.39K 0.23% 100
2022
Q1 		$231K Sell
3,900
-486
-11% -$29.3K 0.16% 105
2021
Q4 		$315K Buy
4,386
+792
+22% +$50.9K 0.17% 78
2021
Q3 		$212K Sell
3,594
-500
-12% -$30.8K 0.14% 104
2021
Q2 		$227K Buy
+4,094
New +$236K 0.13% 113

Other funds holding CWT

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sustainable Insight Capital Management's CWT Position: Q3 2022 in Review

Sustainable Insight Capital Management sold out of California Water Service (CWT) in Q3 2022, closing a stake of 4,000 shares — an estimated $231K sold.

Sustainable Insight Capital Management first reported a position in CWT in Q2 2021 and held it in 5 quarters. The position peaked at $315K in Q4 2021. 281 funds tracked by Wall St. Rank hold CWT as of Q3 2022.

  • Sustainable Insight Capital Management reported no remaining California Water Service position as of Q3 2022 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 4,000 California Water Service shares in Q3 2022, an estimated $231K.
  • Sustainable Insight Capital Management first reported a position in California Water Service in Q2 2021 and held it in 5 quarters.
  • Sustainable Insight Capital Management's California Water Service position peaked at $315K in Q4 2021.
  • 281 funds tracked by Wall St. Rank held California Water Service as of Q3 2022.

Based on Sustainable Insight Capital Management's 13F filing for Q3 2022, filed 4 Nov 2022.