SICM
HTO

Sustainable Insight Capital Management’s H2O America HTO Stock Holding History

Sustainable Insight Capital Management’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,400
Closed -$217K – 124
2022
Q2 		$217K Buy
+3,400
New +$210K 0.22% 109

Other funds holding HTO

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Sustainable Insight Capital Management sold out of H2O America (HTO) in Q3 2022, closing a stake of 3,400 shares — an estimated $217K sold.

Sustainable Insight Capital Management first reported a position in HTO in Q2 2022 and held it in 1 quarter. The position peaked at $217K in Q2 2022. 182 funds tracked by Wall St. Rank hold HTO as of Q3 2022.

  • Sustainable Insight Capital Management reported no remaining H2O America position as of Q3 2022 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 3,400 H2O America shares in Q3 2022, an estimated $217K.
  • Sustainable Insight Capital Management first reported a position in H2O America in Q2 2022 and held it in 1 quarter.
  • Sustainable Insight Capital Management's H2O America position peaked at $217K in Q2 2022.
  • 182 funds tracked by Wall St. Rank held H2O America as of Q3 2022.

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