Boston Trust Walden Midcap Fund WTRG Holdings History
Number of Shares
87,235.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
2.16%
Total Estimate Gain
$-15,380.95
% of Total Estimate Gain
-0.46%
Boston Trust Walden Midcap Fund's Essential Utilities Inc Holding Summary
As of 2025-03-31, Boston Trust Walden Midcap Fund held 87,235.00 shares of Essential Utilities Inc(WTRG), totaling $3.45 Mil. This investment constitutes 2.16% of their stock portfolio, and Boston Trust Walden Midcap Fund now holds 0.03% of the outstanding Essential Utilities Inc(WTRG) stock.
The initial trade took place in 2023Q3. And since then Boston Trust Walden Midcap Fund has made 7 purchases of WTRG, at an average price of $38.03, for a total of 87,235.00 shares. Based on historical transaction data and WTRG's current price of $37.85, Boston Trust Walden Midcap Fund's estimated gain on his WTRG holdings is $-15,380.95, reflecting a -0.46% gain to date.
Boston Trust Walden Midcap Fund WTRG ($37.85) Holding Chart
Boston Trust Walden Midcap Fund WTRG ($37.85) 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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