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Systematic Financial Management’s Chesapeake Utilities CPK Stock Holding History

Systematic Financial Management’s Portfolio CPK Stock Details CPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,472
Closed -$804K – 269
2024
Q3 		$804K Buy
+6,472
New +$756K 0.02% 234

Other funds holding CPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Systematic Financial Management's CPK Position: Q4 2024 in Review

Systematic Financial Management sold out of Chesapeake Utilities (CPK) in Q4 2024, closing a stake of 6,472 shares — an estimated $804K sold.

Systematic Financial Management first reported a position in CPK in Q3 2024 and held it in 1 quarter. The position peaked at $804K in Q3 2024. 300 funds tracked by Wall St. Rank hold CPK as of Q4 2024.

  • Systematic Financial Management reported no remaining Chesapeake Utilities position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 6,472 Chesapeake Utilities shares in Q4 2024, an estimated $804K.
  • Systematic Financial Management first reported a position in Chesapeake Utilities in Q3 2024 and held it in 1 quarter.
  • Systematic Financial Management's Chesapeake Utilities position peaked at $804K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.