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Gitterman Wealth Management’s Waters Corp WAT Stock Holding History

Gitterman Wealth Management’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
Q2 		– Sell
-601
Closed -$207K – 135
2024
Q1 		$207K Sell
601
-959
-61% -$315K 0.08% 90
2023
Q4 		$514K Buy
+1,560
New +$431K 0.23% 23
2022
Q1 		– Sell
-687
Closed -$256K – 123
2021
Q4 		$256K Buy
+687
New +$240K 0.19% 66
2021
Q2 		– Sell
-732
Closed -$208K – 86
2021
Q1 		$208K Buy
+732
New +$200K 0.13% 58

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Gitterman Wealth Management's WAT Position: Q2 2024 in Review

Gitterman Wealth Management sold out of Waters Corp (WAT) in Q2 2024, closing a stake of 601 shares — an estimated $207K sold.

Gitterman Wealth Management first reported a position in WAT in Q1 2021 and held it in 4 quarters. The position peaked at $514K in Q4 2023. 692 funds tracked by Wall St. Rank hold WAT as of Q2 2024.

  • Gitterman Wealth Management reported no remaining Waters Corp position as of Q2 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 601 Waters Corp shares in Q2 2024, an estimated $207K.
  • Gitterman Wealth Management first reported a position in Waters Corp in Q1 2021 and held it in 4 quarters.
  • Gitterman Wealth Management's Waters Corp position peaked at $514K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held Waters Corp as of Q2 2024.

Based on Gitterman Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.