MIFH
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Migdal Insurance & Financial Holdings’s Waters Corp WAT Stock Holding History

Migdal Insurance & Financial Holdings’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
2022
Q4 		– Sell
-139
Closed -$38K – 574
2022
Q3 		$38K Hold
139
– – ﹤0.01% 335
2022
Q2 		$46K Buy
139
+12
+9% +$3.81K ﹤0.01% 380
2022
Q1 		$41K Sell
127
-82
-39% -$26.7K ﹤0.01% 459
2021
Q4 		$78K Buy
209
+52
+33% +$18.2K ﹤0.01% 402
2021
Q3 		$56K Buy
+157
New +$61.5K ﹤0.01% 430
2020
Q4 		– Sell
-4,700
Closed -$920K – 738
2020
Q3 		$920K Sell
4,700
-4,073
-46% -$846K 0.01% 302
2020
Q2 		$1.58M Buy
8,773
+2,862
+48% +$541K 0.03% 208
2020
Q1 		$1.08M Buy
5,911
+1,180
+25% +$249K 0.03% 169
2019
Q4 		$1.1M Buy
4,731
+656
+16% +$145K 0.02% 210
2019
Q3 		$910K Buy
4,075
+1,219
+43% +$263K 0.02% 257
2019
Q2 		$615K Buy
2,856
+828
+41% +$181K 0.02% 300
2019
Q1 		$510K Buy
+2,028
New +$462K 0.01% 296
2018
Q4 		– Sell
-1,256
Closed -$245K – 815
2018
Q3 		$245K Buy
1,256
+1,028
+451% +$199K 0.01% 490
2018
Q2 		$44K Buy
228
+221
+3,157% +$43.5K ﹤0.01% 659
2018
Q1 		$1K Buy
+7
New +$1.45K ﹤0.01% 683

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's WAT Position: Q4 2022 in Review

Migdal Insurance & Financial Holdings sold out of Waters Corp (WAT) in Q4 2022, closing a stake of 139 shares — an estimated $38K sold.

Migdal Insurance & Financial Holdings first reported a position in WAT in Q1 2018 and held it in 15 quarters. The position peaked at $1.58M in Q2 2020. 652 funds tracked by Wall St. Rank hold WAT as of Q4 2022.

  • Migdal Insurance & Financial Holdings reported no remaining Waters Corp position as of Q4 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 139 Waters Corp shares in Q4 2022, an estimated $38K.
  • Migdal Insurance & Financial Holdings first reported a position in Waters Corp in Q1 2018 and held it in 15 quarters.
  • Migdal Insurance & Financial Holdings's Waters Corp position peaked at $1.58M in Q2 2020.
  • 652 funds tracked by Wall St. Rank held Waters Corp as of Q4 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2022, filed 23 Jan 2023.