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Tributary Capital Management’s Middlesex Water MSEX Stock Holding History

Tributary Capital Management’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$2.63K – 196
2024
Q4 		$2.63K Hold
50
– – ﹤0.01% 208
2024
Q3 		$3.26K Hold
50
– – ﹤0.01% 208
2024
Q2 		$2.61K Hold
50
– – ﹤0.01% 211
2024
Q1 		$2.63K Buy
+50
New +$2.77K ﹤0.01% 209

Other funds holding MSEX

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Tributary Capital Management's MSEX Position: Q1 2025 in Review

Tributary Capital Management sold out of Middlesex Water (MSEX) in Q1 2025, closing a stake of 50 shares — an estimated $2.63K sold.

Tributary Capital Management first reported a position in MSEX in Q1 2024 and held it in 4 quarters. The position peaked at $3.26K in Q3 2024. 215 funds tracked by Wall St. Rank hold MSEX as of Q1 2025.

  • Tributary Capital Management reported no remaining Middlesex Water position as of Q1 2025 after selling out during the quarter.
  • Tributary Capital Management sold 50 Middlesex Water shares in Q1 2025, an estimated $2.63K.
  • Tributary Capital Management first reported a position in Middlesex Water in Q1 2024 and held it in 4 quarters.
  • Tributary Capital Management's Middlesex Water position peaked at $3.26K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2025.

Based on Tributary Capital Management's 13F filing for Q1 2025, filed 2 May 2025.