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Rational Advisors’s Waters Corp WAT Stock Holding History

Rational Advisors’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
Q4 		– Sell
-26
Closed -$6.93K – 277
2023
Q3 		$6.93K Hold
26
– – ﹤0.01% 242
2023
Q2 		$6.93K Hold
26
– – ﹤0.01% 232
2023
Q1 		$8.05K Hold
26
– – ﹤0.01% 219
2022
Q4 		$8.91K Hold
26
– – ﹤0.01% 191
2022
Q3 		$7K Buy
26
+1
+4% +$319 ﹤0.01% 214
2022
Q2 		$8K Buy
25
+1
+4% +$317 ﹤0.01% 200
2022
Q1 		$7K Buy
+24
New +$7.81K ﹤0.01% 237
2020
Q4 		– Sell
-22
Closed -$4K – 595
2020
Q3 		$4K Buy
+22
New +$4.57K ﹤0.01% 413

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $4.52B AUM 8.53% 1-Year Est. Return

Rational Advisors's WAT Position: Q4 2023 in Review

Rational Advisors sold out of Waters Corp (WAT) in Q4 2023, closing a stake of 26 shares — an estimated $6.93K sold.

Rational Advisors first reported a position in WAT in Q3 2020 and held it in 8 quarters. The position peaked at $8.91K in Q4 2022. 673 funds tracked by Wall St. Rank hold WAT as of Q4 2023.

  • Rational Advisors reported no remaining Waters Corp position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 26 Waters Corp shares in Q4 2023, an estimated $6.93K.
  • Rational Advisors first reported a position in Waters Corp in Q3 2020 and held it in 8 quarters.
  • Rational Advisors's Waters Corp position peaked at $8.91K in Q4 2022.
  • 673 funds tracked by Wall St. Rank held Waters Corp as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.