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Tortoise Index Solutions’s York Water YORW Stock Holding History

Tortoise Index Solutions’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
2022
Q3 		– Sell
-3,271
Closed -$132K – 106
2022
Q2 		$132K Sell
3,271
-112
-3% -$4.53K 0.02% 88
2022
Q1 		$152K Buy
3,383
+298
+10% +$13.3K 0.03% 88
2021
Q4 		$154K Buy
3,085
+511
+20% +$24.4K 0.03% 89
2021
Q3 		$112K Buy
2,574
+321
+14% +$15.4K 0.03% 93
2021
Q2 		$102K Buy
+2,253
New +$112K 0.02% 88
2021
Q1 		– Sell
-1,548
Closed -$72K – 101
2020
Q4 		$72K Buy
1,548
+166
+12% +$7.6K 0.02% 92
2020
Q3 		$58K Buy
+1,382
New +$63.3K 0.02% 92
2020
Q2 		– Sell
-1,597
Closed -$69K – 95
2020
Q1 		$69K Buy
1,597
+128
+9% +$5.81K 0.03% 86
2019
Q4 		$68K Buy
1,469
+652
+80% +$28.6K 0.01% 95
2019
Q3 		$36K Buy
817
+326
+66% +$12.3K 0.01% 129
2019
Q2 		$18K Hold
491
– – 0.01% 140
2019
Q1 		$17K Sell
491
-13
-3% -$435 0.01% 145
2018
Q4 		$16K Sell
504
-134
-21% -$4.3K 0.01% 86
2018
Q3 		$19K Hold
638
– – 0.01% 86
2018
Q2 		$20K Sell
638
-8
-1% -$256 0.01% 94
2018
Q1 		$20K Buy
646
+235
+57% +$7.25K 0.02% 100
2017
Q4 		$14K Buy
+411
New +$14.5K 0.01% 104

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Tortoise Index Solutions's YORW Position: Q3 2022 in Review

Tortoise Index Solutions sold out of York Water (YORW) in Q3 2022, closing a stake of 3,271 shares — an estimated $132K sold.

Tortoise Index Solutions first reported a position in YORW in Q4 2017 and held it in 17 quarters. The position peaked at $154K in Q4 2021. 131 funds tracked by Wall St. Rank hold YORW as of Q3 2022.

  • Tortoise Index Solutions reported no remaining York Water position as of Q3 2022 after selling out during the quarter.
  • Tortoise Index Solutions sold 3,271 York Water shares in Q3 2022, an estimated $132K.
  • Tortoise Index Solutions first reported a position in York Water in Q4 2017 and held it in 17 quarters.
  • Tortoise Index Solutions's York Water position peaked at $154K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held York Water as of Q3 2022.

Based on Tortoise Index Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.