Berman Capital Advisors’s Waters Corp WAT Stock Holding History

Berman Capital Advisors’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
2021 Q3	$74K	Buy	208 +29	+16%	+$11.4K	0.01%	534
2021 Q2	$61K	Buy	179 +35	+24%	+$11.1K	0.01%	513
2021 Q1	$40K	Buy	144 +65	+82%	+$17.7K	0.01%	568
2020 Q4	$19K	Hold	79	–	–	﹤0.01%	693
2020 Q3	$15K	Buy	79 +4	+5%	+$831	﹤0.01%	673
2020 Q2	$12K	Sell	75 -52	-41%	-$9.83K	﹤0.01%	702
2020 Q1	$22K	Buy	127 +17	+15%	+$3.59K	0.01%	476
2019 Q4	$25K	Hold	110	–	–	0.01%	474
2019 Q3	$24K	Buy	110 +40	+57%	+$8.63K	0.01%	464
2019 Q2	$15K	Sell	70 -17	-20%	-$3.71K	﹤0.01%	601
2019 Q1	$21K	Buy	87 +30	+53%	+$6.84K	0.01%	446
2018 Q4	$9K	Buy	+57	New	+$10.8K	﹤0.01%	537

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Berman Capital Advisors's WAT Position: Q3 2021 in Review

Berman Capital Advisors increased its Waters Corp (WAT) stake by 16% in Q3 2021, buying an estimated $11.4K and bringing the position to 208 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #534.

Berman Capital Advisors first reported a position in WAT in Q4 2018 and has held it in 12 quarters since. 656 funds tracked by Wall St. Rank hold WAT as of Q3 2021.

Berman Capital Advisors held 208 shares of Waters Corp worth $74K as of Q3 2021.
Berman Capital Advisors bought 29 Waters Corp shares in Q3 2021, an estimated $11.4K.
Waters Corp made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #534 holding.
Berman Capital Advisors first reported a position in Waters Corp in Q4 2018 and has held it in 12 quarters since.
656 funds tracked by Wall St. Rank held Waters Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.