E. Ohman J:or Asset Management AB HTO — SJW GROUP

Ownership history in E. Ohman J:or Asset Management AB  ·  12 quarters on record

AI Ownership Summary

E. Ohman J:or Asset Management AB reported SJW GROUP (HTO) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows HTO at 0.08% of the fund.

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 HTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E. Ohman J:or Asset Management AB's position in SJW GROUP, 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
2026 Q3

HTO was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 E. Ohman J:or Asset Management AB held HTO — position size vs. price
% of Fund (quarterly)    HTO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 55,208 — 0% 0.08% $3.4M 2026-10-22 $58.66
2026 Q2 ADDED — — — 55,208 +4,021 +7.9% 0.08% $3.4M 2026-07-10 $61.04
2026 Q1 ADDED — — — 51,187 +4,157 +8.8% 0.08% $3.0M 2026-04-16 $58.55
2025 Q4 UNCHANGED — — — 47,030 — 0% 0.05% $2.3M 2026-01-12 $50.63
2025 Q3 UNCHANGED — — — 47,030 — 0% 0.05% $2.3M 2025-10-17 $48.65
2025 Q2 UNCHANGED — — — 47,030 — 0% 0.06% $2.4M 2025-07-08 $49.77
2025 Q1 ADDED — — — 47,030 +14,497 +44.6% 0.07% $2.6M 2025-04-11 $50.90
2024 Q4 UNCHANGED — — — 32,533 — 0% 0.04% $1.6M 2025-01-27 $46.35
2024 Q3 ADDED — — — 32,533 +2,300 +7.6% 0.05% $1.9M 2024-10-23 $54.96
2024 Q2 ADDED — — — 30,233 +873 +3.0% 0.04% $1.6M 2024-08-13 $55.33
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About E. Ohman J:or Asset Management AB and HTO

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

How long has E. Ohman J:or Asset Management AB reported owning HTO?

E. Ohman J:or Asset Management AB reported HTO across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported HTO position in E. Ohman J:or Asset Management AB's portfolio?

The largest reported portfolio weight for HTO was 0.08% in 2026 Q1.

What is the latest reported HTO position on this page?

The most recent filing on this page is 2026 Q3, when E. Ohman J:or Asset Management AB reported 55,208 shares, equal to 0.08% of portfolio, with an estimated market value of $3.4M.

What does the chart on this HTO ownership page compare?

The chart compares E. Ohman J:or Asset Management AB's quarterly HTO 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 E. Ohman J:or Asset Management AB time their HTO position?

Based on 13F filing dates vs. subsequent HTO price moves, E. Ohman J:or Asset Management AB correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on HTO relative to SPY over the holding period was -14.4%.

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