Carmel Capital Partners’s Waters Corp WAT Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-27	Closed	-$7.4K	–	699
2023 Q3	$7.4K	Buy	+27	New	+$7.46K	﹤0.01%	507

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmel Capital Partners's WAT Position: Q4 2023 in Review

Carmel Capital Partners sold out of Waters Corp (WAT) in Q4 2023, closing a stake of 27 shares — an estimated $7.4K sold.

Carmel Capital Partners first reported a position in WAT in Q3 2023 and held it in 1 quarter. The position peaked at $7.4K in Q3 2023. 671 funds tracked by Wall St. Rank hold WAT as of Q4 2023.

Carmel Capital Partners reported no remaining Waters Corp position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 27 Waters Corp shares in Q4 2023, an estimated $7.4K.
Carmel Capital Partners first reported a position in Waters Corp in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Waters Corp position peaked at $7.4K in Q3 2023.
671 funds tracked by Wall St. Rank held Waters Corp as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.