ZIM
WTRG icon

Zacks Investment Management’s Essential Utilities WTRG Stock Holding History

Zacks Investment 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
2024
Q3 		– Sell
-5,544
Closed -$207K – 779
2024
Q2 		$207K Sell
5,544
-12
-0.2% -$445 ﹤0.01% 570
2024
Q1 		$206K Buy
+5,556
New +$201K ﹤0.01% 598
2016
Q1 		– Sell
-9,102
Closed -$271K – 693
2015
Q4 		$271K Buy
+9,102
New +$262K 0.01% 479

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zacks Investment Management's WTRG Position: Q3 2024 in Review

Zacks Investment Management sold out of Essential Utilities (WTRG) in Q3 2024, closing a stake of 5,544 shares — an estimated $207K sold.

Zacks Investment Management first reported a position in WTRG in Q4 2015 and held it in 3 quarters. The position peaked at $271K in Q4 2015. 627 funds tracked by Wall St. Rank hold WTRG as of Q3 2024.

  • Zacks Investment Management reported no remaining Essential Utilities position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 5,544 Essential Utilities shares in Q3 2024, an estimated $207K.
  • Zacks Investment Management first reported a position in Essential Utilities in Q4 2015 and held it in 3 quarters.
  • Zacks Investment Management's Essential Utilities position peaked at $271K in Q4 2015.
  • 627 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.