Number of Shares
210,881.00
Current Holdings Value*
$8.34 Mil
% of Portfolio
1.63%
Total Estimate Gain
$925,552.98
% of Total Estimate Gain
5.08%

Calvert Global Water Fund's Essential Utilities Inc Holding Summary

As of 2025-03-31, CALVERT IMPACT FUND INC held 210,881.00 shares of Essential Utilities Inc(WTRG), totaling $8.34 Mil. This investment constitutes 1.63% of their stock portfolio, and CALVERT IMPACT FUND INC now holds 0.08% of the outstanding Essential Utilities Inc(WTRG) stock.

The initial trade took place in 2019Q3. And since then Calvert Global Water Fund has made 11 purchases of WTRG, at an average price of $39.15, for a total of 465,781.00 shares. In addition, there have been 9 sales at an average price of $43.97 for 254,900.00 shares. Based on historical transaction data and WTRG's current price of $37.70, Calvert Global Water Fund's estimated gain on his WTRG holdings is $925,552.98, reflecting a 5.08% gain to date.

Calvert Global Water Fund WTRG ($37.70) Holding Chart

Calvert Global Water Fund WTRG ($37.70) 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 %

Top Ranked Articles

  • 1