WorldQuant Millennium Advisors’s Essential Utilities WTRG Stock Holding History

WorldQuant Millennium Advisors’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
2022 Q4	–	Sell	-20,969	Closed	-$868K	–	406
2022 Q3	$868K	Buy	+20,969	New	+$1.02M	0.02%	294
2021 Q4	–	Sell	-8,660	Closed	-$399K	–	389
2021 Q3	$399K	Sell	8,660 -2,809	-24%	-$136K	0.01%	307
2021 Q2	$524K	Buy	+11,469	New	+$538K	0.01%	301

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WorldQuant Millennium Advisors's WTRG Position: Q4 2022 in Review

WorldQuant Millennium Advisors sold out of Essential Utilities (WTRG) in Q4 2022, closing a stake of 20,969 shares — an estimated $868K sold.

WorldQuant Millennium Advisors first reported a position in WTRG in Q2 2021 and held it in 3 quarters. The position peaked at $868K in Q3 2022. 656 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

WorldQuant Millennium Advisors reported no remaining Essential Utilities position as of Q4 2022 after selling out during the quarter.
WorldQuant Millennium Advisors sold 20,969 Essential Utilities shares in Q4 2022, an estimated $868K.
WorldQuant Millennium Advisors first reported a position in Essential Utilities in Q2 2021 and held it in 3 quarters.
WorldQuant Millennium Advisors's Essential Utilities position peaked at $868K in Q3 2022.
656 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on WorldQuant Millennium Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.