Boston Trust Asset Management Fund WTRG Holdings History
Number of Shares
110,000.00
Current Holdings Value*
$4.35 Mil
% of Portfolio
1.09%
Total Estimate Gain
$48,400.00
% of Total Estimate Gain
1.20%
Boston Trust Asset Management Fund's Essential Utilities Inc Holding Summary
As of 2025-03-31, BOSTON TRUST WALDEN FUNDS held 110,000.00 shares of Essential Utilities Inc(WTRG), totaling $4.35 Mil. This investment constitutes 1.09% of their stock portfolio, and BOSTON TRUST WALDEN FUNDS now holds 0.04% of the outstanding Essential Utilities Inc(WTRG) stock.
The initial trade took place in 2025Q1. And since then Boston Trust Asset Management Fund has made 1 purchases of WTRG, at an average price of $36.73, for a total of 110,000.00 shares. Based on historical transaction data and WTRG's current price of $37.17, Boston Trust Asset Management Fund's estimated gain on his WTRG holdings is $48,400.00, reflecting a 1.20% gain to date.
Boston Trust Asset Management Fund WTRG ($37.17) Holding Chart
Boston Trust Asset Management Fund WTRG ($37.17) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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