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Ironwood Investment Counsel’s Waters Corp WAT Stock Holding History

Ironwood Investment Counsel’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
2020
Q1 		– Sell
-1,668
Closed -$389K – 182
2019
Q4 		$389K Hold
1,668
– – 0.13% 113
2019
Q3 		$372K Sell
1,668
-25
-1% -$5.4K 0.14% 104
2019
Q2 		$364K Sell
1,693
-175
-9% -$38.2K 0.14% 106
2019
Q1 		$470K Hold
1,868
– – 0.18% 92
2018
Q4 		$352K Hold
1,868
– – 0.15% 107
2018
Q3 		$363K Hold
1,868
– – 0.14% 111
2018
Q2 		$361K Hold
1,868
– – 0.16% 105
2018
Q1 		$371K Buy
1,868
+45
+2% +$9.31K 0.17% 95
2017
Q4 		$352K Sell
1,823
-200
-10% -$38.6K 0.13% 112
2017
Q3 		$363K Buy
+2,023
New +$367K 0.15% 106

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ironwood Investment Counsel's WAT Position: Q1 2020 in Review

Ironwood Investment Counsel sold out of Waters Corp (WAT) in Q1 2020, closing a stake of 1,668 shares — an estimated $389K sold.

Ironwood Investment Counsel first reported a position in WAT in Q3 2017 and held it in 10 quarters. The position peaked at $470K in Q1 2019. 533 funds tracked by Wall St. Rank hold WAT as of Q1 2020.

  • Ironwood Investment Counsel reported no remaining Waters Corp position as of Q1 2020 after selling out during the quarter.
  • Ironwood Investment Counsel sold 1,668 Waters Corp shares in Q1 2020, an estimated $389K.
  • Ironwood Investment Counsel first reported a position in Waters Corp in Q3 2017 and held it in 10 quarters.
  • Ironwood Investment Counsel's Waters Corp position peaked at $470K in Q1 2019.
  • 533 funds tracked by Wall St. Rank held Waters Corp as of Q1 2020.

Based on Ironwood Investment Counsel's 13F filing for Q1 2020, filed 29 Apr 2020.