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Kula Investments’s Waters Corp WAT Stock Holding History

Kula Investments’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
Q1 		$453K Buy
+1,463
New +$473K 0.11% 340

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Kula Investments's WAT Position: Q1 2023 in Review

Kula Investments opened a new position in Waters Corp (WAT) in Q1 2023: 1,463 shares worth $453K. The stake represents 0.11% of the portfolio and ranks #340 among its holdings.

674 funds tracked by Wall St. Rank hold WAT as of Q1 2023.

  • Kula Investments held 1,463 shares of Waters Corp worth $453K as of Q1 2023.
  • Waters Corp was a new Kula Investments position in Q1 2023.
  • Waters Corp made up 0.11% of Kula Investments's portfolio in Q1 2023, its #340 holding.
  • 674 funds tracked by Wall St. Rank held Waters Corp as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.