YORW YORK WTR CO

Ownership history in Zimmer Partners, LP  ·  16 quarters on record

AI Ownership Summary

Zimmer Partners, LP reported YORK WTR CO (YORW) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.12% in 2023 Q4. The latest visible filing shows YORW at 0.62% 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 YORW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Zimmer Partners, LP's position in YORK WTR CO, 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
2025 Q4

YORW was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Zimmer Partners, LP held YORW — position size vs. price
% of Fund (quarterly)    YORW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 741,849 -15,774 -2.1% 0.62% $23.6M 2026-02-14 (Est.) $33.25
2025 Q3 UNCHANGED 757,623 0% 0.50% $23.0M 2025-11-14 $31.75
2025 Q2 UNCHANGED 757,623 0% 0.52% $23.9M 2025-08-14 $30.03
2025 Q1 ADDED 757,623 +10,680 +1.4% 0.50% $26.3M 2025-05-15 $31.72
2024 Q4 ADDED 746,943 +37,076 +5.2% 0.42% $24.4M 2025-02-14 $31.66
2024 Q3 ADDED 709,867 +7,083 +1.0% 0.49% $26.6M 2024-11-14 $33.97
2024 Q2 REDUCED 702,784 -42,600 -5.7% 0.48% $26.1M 2024-08-14 $36.55
2024 Q1 REDUCED 745,384 -45,051 -5.7% 0.58% $27.0M 2024-05-15 $36.47
2023 Q4 ADDED 790,435 +25,480 +3.3% 1.12% $30.5M 2024-02-14 $33.78
2023 Q3 ADDED 764,955 +53,732 +7.6% 0.74% $28.7M 2023-11-14 $36.41
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Zimmer Partners, LP and YORW

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

How long has Zimmer Partners, LP reported owning YORW?

Zimmer Partners, LP reported YORW across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported YORW position in Zimmer Partners, LP's portfolio?

The largest reported portfolio weight for YORW was 1.12% in 2023 Q4.

What is the latest reported YORW position on this page?

The most recent filing on this page is 2025 Q4, when Zimmer Partners, LP reported 741,849 shares, equal to 0.62% of portfolio, with an estimated market value of $23.6M.

What does the chart on this YORW ownership page compare?

The chart compares Zimmer Partners, LP's quarterly YORW 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.

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