Victory Capital Management
YORW icon

Victory Capital Management’s York Water YORW Stock Holding History

Victory Capital Management’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
2023
Q3 		– Sell
-7,217
Closed -$298K – 2564
2023
Q2 		$298K Hold
7,217
– – ﹤0.01% 2117
2023
Q1 		$323K Sell
7,217
-59,947
-89% -$2.68M ﹤0.01% 2126
2022
Q4 		$3.02M Sell
67,164
-19,380
-22% -$842K ﹤0.01% 1325
2022
Q3 		$3.33M Sell
86,544
-777
-0.9% -$33.3K ﹤0.01% 1341
2022
Q2 		$3.53M Buy
87,321
+31,372
+56% +$1.27M ﹤0.01% 1323
2022
Q1 		$2.16M Sell
55,949
-113,577
-67% -$5.07M ﹤0.01% 1470
2021
Q4 		$8.44M Buy
169,526
+24,355
+17% +$1.16M 0.01% 1177
2021
Q3 		$6.34M Sell
145,171
-6,033
-4% -$289K 0.01% 1258
2021
Q2 		$6.85M Buy
151,204
+32,661
+28% +$1.62M 0.01% 1241
2021
Q1 		$5.8M Buy
118,543
+112,514
+1,866% +$5.13M 0.01% 1288
2020
Q4 		$281K Buy
6,029
+305
+5% +$14K ﹤0.01% 2301
2020
Q3 		$242K Sell
5,724
-1,425
-20% -$65.3K ﹤0.01% 2237
2020
Q2 		$343K Buy
7,149
+5,034
+238% +$218K ﹤0.01% 2127
2020
Q1 		$92K Sell
2,115
-878
-29% -$39.8K ﹤0.01% 2345
2019
Q4 		$138K Buy
2,993
+660
+28% +$28.9K ﹤0.01% 2428
2019
Q3 		$102K Buy
+2,333
New +$88K ﹤0.01% 2433

Other funds holding YORW

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Victory Capital Management's YORW Position: Q3 2023 in Review

Victory Capital Management sold out of York Water (YORW) in Q3 2023, closing a stake of 7,217 shares — an estimated $298K sold.

Victory Capital Management first reported a position in YORW in Q3 2019 and held it in 16 quarters. The position peaked at $8.44M in Q4 2021. 137 funds tracked by Wall St. Rank hold YORW as of Q3 2023.

  • Victory Capital Management reported no remaining York Water position as of Q3 2023 after selling out during the quarter.
  • Victory Capital Management sold 7,217 York Water shares in Q3 2023, an estimated $298K.
  • Victory Capital Management first reported a position in York Water in Q3 2019 and held it in 16 quarters.
  • Victory Capital Management's York Water position peaked at $8.44M in Q4 2021.
  • 137 funds tracked by Wall St. Rank held York Water as of Q3 2023.

Based on Victory Capital Management's 13F filing for Q3 2023, filed 6 Nov 2023.