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Morningstar Investment Services’s Waters Corp WAT Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-964
Closed -$344K – 397
2024
Q3 		$344K Buy
+964
New +$314K ﹤0.01% 326

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Morningstar Investment Services's WAT Position: Q4 2024 in Review

Morningstar Investment Services sold out of Waters Corp (WAT) in Q4 2024, closing a stake of 964 shares — an estimated $344K sold.

Morningstar Investment Services first reported a position in WAT in Q3 2024 and held it in 1 quarter. The position peaked at $344K in Q3 2024. 760 funds tracked by Wall St. Rank hold WAT as of Q4 2024.

  • Morningstar Investment Services reported no remaining Waters Corp position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 964 Waters Corp shares in Q4 2024, an estimated $344K.
  • Morningstar Investment Services first reported a position in Waters Corp in Q3 2024 and held it in 1 quarter.
  • Morningstar Investment Services's Waters Corp position peaked at $344K in Q3 2024.
  • 760 funds tracked by Wall St. Rank held Waters Corp as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.