Bigelow Investment Advisors’s Waters Corp WAT Stock Holding History

Bigelow Investment 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
2022 Q3	–	Sell	-654	Closed	-$216K	–	144
2022 Q2	$216K	Hold	654	–	–	0.12%	137
2022 Q1	$203K	Hold	654	–	–	0.09%	148
2021 Q4	$244K	Hold	654	–	–	0.11%	133
2021 Q3	$234K	Hold	654	–	–	0.12%	132
2021 Q2	$226K	Buy	+654	New	+$207K	0.11%	134
2020 Q1	–	Sell	-1,249	Closed	-$292K	–	159
2019 Q4	$292K	Hold	1,249	–	–	0.17%	131
2019 Q3	$279K	Sell	1,249 -205	-14%	-$44.2K	0.18%	130
2019 Q2	$313K	Sell	1,454 -31	-2%	-$6.77K	0.21%	121
2019 Q1	$374K	Buy	1,485 +17	+1%	+$3.87K	0.26%	109
2018 Q4	$277K	Hold	1,468	–	–	0.21%	125
2018 Q3	$286K	Hold	1,468	–	–	0.19%	124
2018 Q2	$284K	Sell	1,468 -55	-4%	-$10.8K	0.19%	126
2018 Q1	$303K	Sell	1,523 -100	-6%	-$20.7K	0.21%	123
2017 Q4	$314K	Buy	+1,623	New	+$313K	0.31%	82

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group

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