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Sustainable Insight Capital Management’s Essential Utilities WTRG Stock Holding History

Sustainable Insight Capital Management’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
2023
Q1 		– Sell
-4,600
Closed -$220K – 122
2022
Q4 		$220K Buy
+4,600
New +$208K 0.25% 93
2022
Q3 		– Sell
-5,200
Closed -$256K – 131
2022
Q2 		$256K Sell
5,200
-600
-10% -$27.9K 0.25% 87
2022
Q1 		$297K Sell
5,800
-723
-11% -$34.9K 0.21% 79
2021
Q4 		$350K Buy
+6,523
New +$317K 0.19% 66

Other funds holding WTRG

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sustainable Insight Capital Management's WTRG Position: Q1 2023 in Review

Sustainable Insight Capital Management sold out of Essential Utilities (WTRG) in Q1 2023, closing a stake of 4,600 shares — an estimated $220K sold.

Sustainable Insight Capital Management first reported a position in WTRG in Q4 2021 and held it in 4 quarters. The position peaked at $350K in Q4 2021. 648 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

  • Sustainable Insight Capital Management reported no remaining Essential Utilities position as of Q1 2023 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 4,600 Essential Utilities shares in Q1 2023, an estimated $220K.
  • Sustainable Insight Capital Management first reported a position in Essential Utilities in Q4 2021 and held it in 4 quarters.
  • Sustainable Insight Capital Management's Essential Utilities position peaked at $350K in Q4 2021.
  • 648 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2023, filed 9 May 2023.