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Wolverine Asset Management’s Essential Utilities WTRG Stock Holding History

Wolverine Asset Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-44,507
Closed -$2.1M – 2297
2020
Q4 		$2.1M Buy
+44,507
New +$1.98M 0.02% 439
2020
Q1 		– Sell
-32,395
Closed -$1.52M – 1723
2019
Q4 		$1.52M Buy
+32,395
New +$1.46M 0.02% 511

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wolverine Asset Management's WTRG Position: Q1 2021 in Review

Wolverine Asset Management sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 44,507 shares — an estimated $2.1M sold.

Wolverine Asset Management first reported a position in WTRG in Q4 2019 and held it in 2 quarters. The position peaked at $2.1M in Q4 2020. 597 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

  • Wolverine Asset Management reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
  • Wolverine Asset Management sold 44,507 Essential Utilities shares in Q1 2021, an estimated $2.1M.
  • Wolverine Asset Management first reported a position in Essential Utilities in Q4 2019 and held it in 2 quarters.
  • Wolverine Asset Management's Essential Utilities position peaked at $2.1M in Q4 2020.
  • 597 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on Wolverine Asset Management's 13F filing for Q1 2021, filed 13 May 2021.