Yorktown Management & Research Company’s Essential Utilities WTRG Stock Holding History

Yorktown Management & Research Company’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
2020 Q2	–	Sell	-5,000	Closed	-$204K	–	321
2020 Q1	$204K	Hold	5,000	–	–	0.21%	226
2019 Q4	$235K	Hold	5,000	–	–	0.13%	246
2019 Q3	$224K	Hold	5,000	–	–	0.12%	262
2019 Q2	$207K	Buy	+5,000	New	+$195K	0.08%	281

Other funds holding WTRG

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

BlackRock New York $5.72T AUM 30.48% 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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yorktown Management & Research Company's WTRG Position: Q2 2020 in Review

Yorktown Management & Research Company sold out of Essential Utilities (WTRG) in Q2 2020, closing a stake of 5,000 shares — an estimated $204K sold.

Yorktown Management & Research Company first reported a position in WTRG in Q2 2019 and held it in 4 quarters. The position peaked at $235K in Q4 2019. 573 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

Yorktown Management & Research Company reported no remaining Essential Utilities position as of Q2 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 5,000 Essential Utilities shares in Q2 2020, an estimated $204K.
Yorktown Management & Research Company first reported a position in Essential Utilities in Q2 2019 and held it in 4 quarters.
Yorktown Management & Research Company's Essential Utilities position peaked at $235K in Q4 2019.
573 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on Yorktown Management & Research Company's 13F filing for Q2 2020, filed 11 Aug 2020.