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Cambridge Trust Co

SEC CIK
0001074272
Latest filing
May 30, 2024

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Cambridge Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTRG overviewAll 13F holders of WTRGFull Q1 2024 holdings

Shares (Q1 2024)
47,993
Value
$1.78M
% of portfolio
0.1%
Quarters held
13
Since Q1 2021
Holdings of WTRG by Cambridge Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202447,993$1.78M0.1%+768+1.6%AddedHolders
Q4 202347,225$1.76M0.1%−40,703−46.3%ReducedHolders
Q3 202387,928$3.02M0.1%−1,492−1.7%ReducedHolders
Q2 202389,420$3.57M0.2%−108,435−54.8%ReducedHolders
Q1 2023197,855$8.64M0.4%−3,483−1.7%ReducedHolders
Q4 2022201,338$9.61M0.4%−247−0.1%ReducedHolders
Q3 2022201,585$8.34M0.4%−4,851−2.3%ReducedHolders
Q2 2022206,436$9.46M0.4%−8,910−4.1%ReducedHolders
Q1 2022215,346$11.0M0.4%−3,451−1.6%ReducedHolders
Q4 2021218,797$11.7M0.4%−226,454−50.9%ReducedHolders
Q3 2021445,251$20.5M0.8%+401+0.1%AddedHolders
Q2 2021444,850$20.3M0.8%+523+0.1%AddedHolders
Q1 2021444,327$19.9M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.