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ZIM
HTO
Zacks Investment Management’s
H2O America
HTO
Stock Holding History
Zacks Investment Management’s Portfolio
HTO Stock Details
HTO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-6,686
Closed
-$385K
–
653
2022
Q3
$385K
Buy
+6,686
New
+$431K
0.01%
455
2018
Q2
–
Sell
-36,188
Closed
-$1.91M
–
601
2018
Q1
$1.91M
Sell
36,188
-6,593
-15%
-$370K
0.04%
278
2017
Q4
$2.73M
Buy
42,781
+9,158
+27%
+$580K
0.06%
211
2017
Q3
$1.9M
Buy
+33,623
New
+$1.81M
0.04%
259
2017
Q2
–
Sell
-12,307
Closed
-$593K
–
673
2017
Q1
$593K
Buy
+12,307
New
+$606K
0.02%
445
2016
Q2
–
Sell
-32,038
Closed
-$1.17M
–
706
2016
Q1
$1.17M
Buy
+32,038
New
+$1.08M
0.04%
293
2015
Q1
–
Sell
-6,360
Closed
-$204K
–
700
2014
Q4
$204K
Buy
+6,360
New
+$191K
0.01%
597
Other funds holding HTO
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
NI
Nuance Investments
Kansas City, Missouri
$717M AUM
3.8%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
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
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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