Harel Insurance Investments & Financial Services’s Waters Corp WAT Stock Holding History

Harel Insurance Investments & Financial Services’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 Q2	–	Sell	-577	Closed	-$176K	–	801
2023 Q1	$176K	Hold	577	–	–	﹤0.01%	346
2022 Q4	$199K	Sell	577 -754	-57%	-$239K	﹤0.01%	289
2022 Q3	$365K	Hold	1,331	–	–	0.01%	246
2022 Q2	$441K	Sell	1,331 -250	-16%	-$79.4K	0.01%	261
2022 Q1	$491K	Sell	1,581 -200	-11%	-$65.1K	0.01%	265
2021 Q4	$662K	Buy	1,781 +1,546	+658%	+$541K	0.01%	228
2021 Q3	$84K	Hold	235	–	–	﹤0.01%	475
2021 Q2	$265K	Buy	+235	New	+$74.4K	0.01%	553

Other funds holding WAT

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

BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Harel Insurance Investments & Financial Services's WAT Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of Waters Corp (WAT) in Q2 2023, closing a stake of 577 shares — an estimated $176K sold.

Harel Insurance Investments & Financial Services first reported a position in WAT in Q2 2021 and held it in 8 quarters. The position peaked at $662K in Q4 2021. 646 funds tracked by Wall St. Rank hold WAT as of Q2 2023.

Harel Insurance Investments & Financial Services reported no remaining Waters Corp position as of Q2 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 577 Waters Corp shares in Q2 2023, an estimated $176K.
Harel Insurance Investments & Financial Services first reported a position in Waters Corp in Q2 2021 and held it in 8 quarters.
Harel Insurance Investments & Financial Services's Waters Corp position peaked at $662K in Q4 2021.
646 funds tracked by Wall St. Rank held Waters Corp as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.