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Alta Advisers’s Waters Corp WAT Stock Holding History

Alta Advisers’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$72K – 400
2024
Q3 		$72K Hold
200
– – 0.03% 363
2024
Q2 		$58K Hold
200
– – 0.03% 366
2024
Q1 		$68.8K Hold
200
– – 0.03% 344
2023
Q4 		$65.8K Hold
200
– – 0.04% 350
2023
Q3 		$54.8K Hold
200
– – 0.03% 363
2023
Q2 		$53.3K Hold
200
– – 0.03% 370
2023
Q1 		$61.9K Hold
200
– – 0.04% 347
2022
Q4 		$69K Hold
200
– – 0.04% 326
2022
Q3 		$54K Buy
+200
New +$63.8K 0.03% 361

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Alta Advisers's WAT Position: Q4 2024 in Review

Alta Advisers sold out of Waters Corp (WAT) in Q4 2024, closing a stake of 200 shares — an estimated $72K sold.

Alta Advisers first reported a position in WAT in Q3 2022 and held it in 9 quarters. The position peaked at $72K in Q3 2024. 759 funds tracked by Wall St. Rank hold WAT as of Q4 2024.

  • Alta Advisers reported no remaining Waters Corp position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 200 Waters Corp shares in Q4 2024, an estimated $72K.
  • Alta Advisers first reported a position in Waters Corp in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Waters Corp position peaked at $72K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Waters Corp as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.