Claris Advisors’s Waters Corp WAT Stock Holding History

Claris 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
2024 Q4	–	Sell	-2	Closed	-$720	–	1146
2024 Q3	$720	Buy	+2	New	+$651	﹤0.01%	517

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

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

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

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

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 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

Claris Advisors's WAT Position: Q4 2024 in Review

Claris Advisors sold out of Waters Corp (WAT) in Q4 2024, closing a stake of 2 shares — an estimated $720 sold.

Claris Advisors first reported a position in WAT in Q3 2024 and held it in 1 quarter. The position peaked at $720 in Q3 2024. 759 funds tracked by Wall St. Rank hold WAT as of Q4 2024.

Claris Advisors reported no remaining Waters Corp position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Waters Corp shares in Q4 2024, an estimated $720.
Claris Advisors first reported a position in Waters Corp in Q3 2024 and held it in 1 quarter.
Claris Advisors's Waters Corp position peaked at $720 in Q3 2024.
759 funds tracked by Wall St. Rank held Waters Corp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.