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Hoylecohen, LLC

SEC CIK
0001559077
Latest filing
Jul 19, 2024

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Hoylecohen, LLC, 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 Q2 2024 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of WTRG by Hoylecohen, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−19,560−100.0%Sold outHolders
Q2 202219,560$897.0K0.1%−800−3.9%ReducedHolders
Q1 202220,360$1.04M0.1%−725−3.4%ReducedHolders
Q4 202121,085$1.13M0.1%−700−3.2%ReducedHolders
Q3 202121,785$1.00M0.1%−3,000−12.1%ReducedHolders
Q2 202124,785$1.13M0.1%−1,100−4.2%ReducedHolders
Q1 202125,885$1.16M0.1%––Holders

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