1919 Investment Counsel, LLC AWK AMERICAN WTR WKS CO INC NEW COM

Ownership history in 1919 Investment Counsel, LLC  ·  19 quarters on record

AI Ownership Summary

1919 Investment Counsel, LLC reported AMERICAN WTR WKS CO INC NEW COM (AWK) in 19 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AWK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1919 Investment Counsel, LLC's position in AMERICAN WTR WKS CO INC NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
19 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1919 Investment Counsel, LLC held AWK — position size vs. price
% of Fund (quarterly)    AWK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About 1919 Investment Counsel, LLC and AWK

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1919 Investment Counsel, LLC reported owning AWK?

1919 Investment Counsel, LLC reported AWK across 0 quarterly 13F filings.

What was the largest reported AWK position in 1919 Investment Counsel, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for AWK in 1919 Investment Counsel, LLC.

What is the latest reported AWK position on this page?

The most recent filing on this page is 2014 Q3, when 1919 Investment Counsel, LLC reported 1,230,789 shares, equal to 1.22% of portfolio, with an estimated market value of $59.4M.

What does the chart on this AWK ownership page compare?

The chart compares 1919 Investment Counsel, LLC's quarterly AWK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1919 Investment Counsel, LLC time their AWK position?

Based on 13F filing dates vs. subsequent AWK price moves, 1919 Investment Counsel, LLC correctly timed 11 out of 18 reported position changes (61%). The annualised alpha on AWK relative to SPY over the holding period was +6.1%.

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