Zimmer Partners’s York Water YORW Stock Holding History

Zimmer Partners’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
2026 Q1	$22.3M	Sell	732,677 -9,172	-1%	-$296K	0.54%	44
2025 Q4	$23.6M	Sell	741,849 -15,774	-2%	-$505K	0.62%	38
2025 Q3	$23M	Hold	757,623	–	–	0.5%	46
2025 Q2	$23.9M	Hold	757,623	–	–	0.52%	45
2025 Q1	$26.3M	Buy	757,623 +10,680	+1%	+$348K	0.5%	45
2024 Q4	$24.4M	Buy	746,943 +37,076	+5%	+$1.32M	0.42%	44
2024 Q3	$26.6M	Buy	709,867 +7,083	+1%	+$275K	0.49%	40
2024 Q2	$26.1M	Sell	702,784 -42,600	-6%	-$1.54M	0.48%	40
2024 Q1	$27M	Sell	745,384 -45,051	-6%	-$1.62M	0.58%	39
2023 Q4	$30.5M	Buy	790,435 +25,480	+3%	+$960K	1.12%	22
2023 Q3	$28.7M	Buy	764,955 +53,732	+8%	+$2.19M	0.74%	30
2023 Q2	$29.4M	Sell	711,223 -17,614	-2%	-$764K	0.69%	43
2023 Q1	$32.6M	Sell	728,837 -12,094	-2%	-$541K	0.67%	46
2022 Q4	$33.3M	Buy	740,931 +151,150	+26%	+$6.57M	0.67%	39
2022 Q3	$22.7M	Sell	589,781 -36,932	-6%	-$1.58M	0.49%	46
2022 Q2	$25.3M	Buy	626,713 +589,213	+1,571%	+$23.8M	0.53%	46
2022 Q1	$1.69M	Buy	+37,500	New	+$1.67M	0.02%	105

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Zimmer Partners's YORW Position: Q1 2026 in Review

Zimmer Partners reduced its York Water (YORW) stake by 1.2% in Q1 2026, selling an estimated $296K and leaving 732,677 shares worth $22.3M. The position accounts for 0.54% of the portfolio, ranked #44.

Zimmer Partners first reported a position in YORW in Q1 2022 and has held it in 17 quarters since. The position peaked at $33.3M in Q4 2022. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

Zimmer Partners held 732,677 shares of York Water worth $22.3M as of Q1 2026.
Zimmer Partners sold 9,172 York Water shares in Q1 2026, an estimated $296K.
York Water made up 0.54% of Zimmer Partners's portfolio in Q1 2026, its #44 holding.
Zimmer Partners first reported a position in York Water in Q1 2022 and has held it in 17 quarters since.
Zimmer Partners's York Water position peaked at $33.3M in Q4 2022.
178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.