HBW
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Hazlett, Burt & Watson’s Quaker Houghton KWR Stock Holding History

Hazlett, Burt & Watson’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-440
Closed -$58K – 942
2025
Q3 		$58K Hold
440
– – 0.02% 393
2025
Q2 		$50K Hold
440
– – 0.02% 380
2025
Q1 		$54K Hold
440
– – 0.02% 344
2024
Q4 		$62K Hold
440
– – 0.03% 334
2024
Q3 		$74K Hold
440
– – 0.03% 302
2024
Q2 		$74K Hold
440
– – 0.04% 289
2024
Q1 		$90K Hold
440
– – 0.05% 259
2023
Q4 		$94K Hold
440
– – 0.06% 227
2023
Q3 		$70K Hold
440
– – 0.05% 258
2023
Q2 		$86K Hold
440
– – 0.06% 226
2023
Q1 		$88K Hold
440
– – 0.07% 209
2022
Q4 		$74K Hold
440
– – 0.07% 223
2022
Q3 		$64K Hold
440
– – 0.06% 237
2022
Q2 		$66K Hold
440
– – 0.06% 237
2022
Q1 		$76K Buy
+440
New +$87.3K 0.06% 240

Other funds holding KWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return