Number of Shares
123,380.00
Current Holdings Value*
$4.88 Mil
% of Portfolio
2.03%
Total Estimate Gain
$3,181.30
% of Total Estimate Gain
0.07%

Boston Trust Midcap Fund's Essential Utilities Inc Holding Summary

As of 2025-03-31, Boston Trust Midcap Fund held 123,380.00 shares of Essential Utilities Inc(WTRG), totaling $4.88 Mil. This investment constitutes 2.03% of their stock portfolio, and Boston Trust Midcap Fund now holds 0.04% of the outstanding Essential Utilities Inc(WTRG) stock.

The initial trade took place in 2023Q3. And since then Boston Trust Midcap Fund has made 5 purchases of WTRG, at an average price of $37.97, for a total of 127,855.00 shares. In addition, there have been 2 sales at an average price of $37.35 for 4,475.00 shares. Based on historical transaction data and WTRG's current price of $38.02, Boston Trust Midcap Fund's estimated gain on his WTRG holdings is $3,181.30, reflecting a 0.07% gain to date.

Boston Trust Midcap Fund WTRG ($38.02) Holding Chart

Boston Trust Midcap Fund WTRG ($38.02) 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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