SEC 13F Intelligence

Vigilant Capital Management, LLC / AWK

Vigilant Capital Management, LLC’s American Wtr Wks Co Inc New Position

Does Vigilant Capital Management, LLC own American Wtr Wks Co Inc New (AWK)? Yes171.5K shares worth $24M (+1.83% of its 13F portfolio) as of Q2 2023, up from 167.7K shares the prior filed quarter.

Position Value
$24M
Q2 2023
Shares
171.5K
% of Portfolio
+1.83%
Quarters Held
19
currently held

Position History AWK

Reported value by quarter
Q4 ’18: $45,000Q4 ’18Q1 ’19: $52,000Q2 ’19: $58,000Q3 ’19: $62,000Q3 ’19Q4 ’19: $99,000Q1 ’20: $60,000Q2 ’20: $17MQ2 ’20Q3 ’20: $19MQ4 ’20: $20MQ1 ’21: $20MQ1 ’21Q2 ’21: $21MQ3 ’21: $22MQ4 ’21: $25MQ4 ’21Q1 ’22: $23MQ2 ’22: $22MQ3 ’22: $21MQ3 ’22Q4 ’22: $25MQ1 ’23: $25MQ2 ’23: $24MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023171.5K$24M+1.83%
Q1 2023167.7K$25M+1.99%
Q4 2022166.2K$25M+2.16%
Q3 2022159.4K$21M+1.95%
Q2 2022146.0K$22M+1.87%
Q1 2022141.9K$23M+1.79%
Q4 2021133.3K$25M+1.76%
Q3 2021131.9K$22M+1.79%
Q2 2021134.1K$21M+1.67%
Q1 2021133.4K$20M+1.78%
Q4 2020129.7K$20M+1.91%
Q3 2020132.1K$19M+2.09%
Q2 2020129.8K$17M+2.03%
Q1 2020500$60,000+0.01%
Q4 2019806$99,000+0.01%
Q3 2019500$62,000+0.01%
Q2 2019500$58,000+0.01%
Q1 2019500$52,000+0.01%
Q4 2018500$45,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vigilant Capital Management, LLC’s full portfolio or all institutional holders of AWK.