Kaizen Advisory’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$42K Buy
221
+19
+9% +$3.61K 0.03% 360
2018
Q3
$39K Hold
202
0.02% 393
2018
Q2
$39K Buy
202
+125
+162% +$24.6K 0.02% 395
2018
Q1
$15K Hold
77
0.01% 391
2017
Q4
$15K Buy
+77
New +$14.9K 0.01% 386

Other funds holding WAT

Kaizen Advisory's WAT Position: Q4 2018 in Review

Kaizen Advisory increased its Waters Corp (WAT) stake by 9.4% in Q4 2018, buying an estimated $3.61K and bringing the position to 221 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #360.

Kaizen Advisory first reported a position in WAT in Q4 2017 and has held it in 5 quarters since. 552 funds tracked by Wall St. Rank hold WAT as of Q4 2018.

  • Kaizen Advisory held 221 shares of Waters Corp worth $42K as of Q4 2018.
  • Kaizen Advisory bought 19 Waters Corp shares in Q4 2018, an estimated $3.61K.
  • Waters Corp made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #360 holding.
  • Kaizen Advisory first reported a position in Waters Corp in Q4 2017 and has held it in 5 quarters since.
  • 552 funds tracked by Wall St. Rank held Waters Corp as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.