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Zacks Investment Management’s York Water YORW Stock Holding History

Zacks Investment Management’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,262
Closed -$232K – 783
2024
Q2 		$232K Buy
+6,262
New +$227K ﹤0.01% 554
2024
Q1 		– Sell
-5,450
Closed -$210K – 719
2023
Q4 		$210K Sell
5,450
-4
-0.1% -$151 ﹤0.01% 592
2023
Q3 		$204K Sell
5,454
-6
-0.1% -$245 ﹤0.01% 572
2023
Q2 		$225K Sell
5,460
-716
-12% -$31.1K ﹤0.01% 578
2023
Q1 		$276K Buy
6,176
+726
+13% +$32.5K ﹤0.01% 536
2022
Q4 		$245K Sell
5,450
-707
-11% -$30.7K ﹤0.01% 527
2022
Q3 		$237K Buy
+6,157
New +$264K ﹤0.01% 515

Other funds holding YORW

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Zacks Investment Management sold out of York Water (YORW) in Q3 2024, closing a stake of 6,262 shares — an estimated $232K sold.

Zacks Investment Management first reported a position in YORW in Q3 2022 and held it in 7 quarters. The position peaked at $276K in Q1 2023. 151 funds tracked by Wall St. Rank hold YORW as of Q3 2024.

  • Zacks Investment Management reported no remaining York Water position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 6,262 York Water shares in Q3 2024, an estimated $232K.
  • Zacks Investment Management first reported a position in York Water in Q3 2022 and held it in 7 quarters.
  • Zacks Investment Management's York Water position peaked at $276K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held York Water as of Q3 2024.

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