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Winton Group’s York Water YORW Stock Holding History

Winton Group’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
2020
Q4 		– Sell
-14,323
Closed -$605K – 1541
2020
Q3 		$605K Buy
14,323
+1,693
+13% +$77.5K 0.02% 1033
2020
Q2 		$606K Buy
12,630
+7,593
+151% +$329K 0.02% 1145
2020
Q1 		$219K Buy
+5,037
New +$229K 0.01% 1233
2019
Q4 		– Sell
-17,501
Closed -$764K – 1790
2019
Q3 		$764K Buy
+17,501
New +$660K 0.01% 944

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Winton Group's YORW Position: Q4 2020 in Review

Winton Group sold out of York Water (YORW) in Q4 2020, closing a stake of 14,323 shares — an estimated $605K sold.

Winton Group first reported a position in YORW in Q3 2019 and held it in 4 quarters. The position peaked at $764K in Q3 2019. 127 funds tracked by Wall St. Rank hold YORW as of Q4 2020.

  • Winton Group reported no remaining York Water position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 14,323 York Water shares in Q4 2020, an estimated $605K.
  • Winton Group first reported a position in York Water in Q3 2019 and held it in 4 quarters.
  • Winton Group's York Water position peaked at $764K in Q3 2019.
  • 127 funds tracked by Wall St. Rank held York Water as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.