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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zacks Investment Management's HTO Position: Q4 2022 in Review

Zacks Investment Management sold out of H2O America (HTO) in Q4 2022, closing a stake of 6,686 shares — an estimated $385K sold.

Zacks Investment Management first reported a position in HTO in Q4 2014 and held it in 7 quarters. The position peaked at $2.73M in Q4 2017. 216 funds tracked by Wall St. Rank hold HTO as of Q4 2022.

  • Zacks Investment Management reported no remaining H2O America position as of Q4 2022 after selling out during the quarter.
  • Zacks Investment Management sold 6,686 H2O America shares in Q4 2022, an estimated $385K.
  • Zacks Investment Management first reported a position in H2O America in Q4 2014 and held it in 7 quarters.
  • Zacks Investment Management's H2O America position peaked at $2.73M in Q4 2017.
  • 216 funds tracked by Wall St. Rank held H2O America as of Q4 2022.

Based on Zacks Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.