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Jackson Creek Investment Advisors’s Watts Water Technologies WTS Stock Holding History

Jackson Creek Investment Advisors’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,663
Closed -$1.04M – 366
2024
Q2 		$1.04M Sell
5,663
-33
-0.6% -$6.62K 0.38% 128
2024
Q1 		$1.21M Sell
5,696
-47
-0.8% -$9.52K 0.43% 63
2023
Q4 		$1.2M Sell
5,743
-5
-0.1% -$944 0.46% 43
2023
Q3 		$993K Buy
+5,748
New +$1.05M 0.42% 74

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Creek Investment Advisors's WTS Position: Q3 2024 in Review

Jackson Creek Investment Advisors sold out of Watts Water Technologies (WTS) in Q3 2024, closing a stake of 5,663 shares — an estimated $1.04M sold.

Jackson Creek Investment Advisors first reported a position in WTS in Q3 2023 and held it in 4 quarters. The position peaked at $1.21M in Q1 2024. 403 funds tracked by Wall St. Rank hold WTS as of Q3 2024.

  • Jackson Creek Investment Advisors reported no remaining Watts Water Technologies position as of Q3 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 5,663 Watts Water Technologies shares in Q3 2024, an estimated $1.04M.
  • Jackson Creek Investment Advisors first reported a position in Watts Water Technologies in Q3 2023 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's Watts Water Technologies position peaked at $1.21M in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.