HTO SJW GROUP

Ownership history in PATRIZIA Pty Ltd  ·  15 quarters on record

This page tracks every 13F SEC filing in which PATRIZIA Pty Ltd reported a position in SJW GROUP (HTO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.73% (2023 Q4)
Avg. % of fund
4.91%
First filed
2018 Q4
Last filed
2024 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 UNCHANGED 94,211 0% 8.14% $5.5M $55.32
2024 Q2 UNCHANGED 94,211 0% 8.04% $5.1M $51.28
2024 Q1 ADDED 94,211 +15,459 +19.6% 8.39% $5.3M $53.14
2023 Q4 REDUCED 78,752 -36,965 -31.9% 8.73% $5.1M $60.95
2023 Q3 ADDED 115,717 +12,587 +12.2% 6.64% $7.0M $55.73
2023 Q2 ADDED 103,130 +11,635 +12.7% 5.94% $7.2M $64.64
2023 Q1 REDUCED 91,495 -5,031 -5.2% 5.16% $7.0M $69.85
2022 Q4 ADDED 96,526 +92,969 +2613.7% 5.85% $7.8M $74.14
2020 Q3 REDUCED 3,557 -454 -11.3% 0.51% $216K $53.01
2020 Q2 REDUCED 4,011 -32,482 -89.0% 0.59% $249K $53.83
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% of Fund (quarterly)    HTO price (monthly, adj. close)
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