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SJW shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of SJW (HTO) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in SJW

Tip: Access up to 7 years of quarterly data

All positions including SJW held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 17k 60.77
2023-06-30 $284k 4.1k 70.11
2020-09-30 $280k 4.6k 60.76
2020-06-30 $223k 3.6k 62.13
2019-12-31 $273k 3.8k 71.09
2019-09-30 $230k 3.4k 68.33
2019-06-30 $244k 4.0k 60.83
2019-03-31 $277k 4.5k 61.73
2018-12-31 $308k 5.5k 55.63
2014-03-31 $999 30 33.33
2013-12-31 $4.0k 121 33.06
2013-09-30 $3.0k 121 24.79
2013-06-30 $3.0k 121 24.79

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding SJW

BlackRock
ATLAS Infrastructure Partners
Wellington Management Company
Antipodes Partners
Vanguard Capital Management
State Street Corporation
HPM Partners
Vanguard Portfolio Management
Soros Fund Management
Victory Capital Management
Amundi
Geode Capital Management
Yaupon Capital Management
Two Sigma Investments
Morgan Stanley

View all funds holding SJW