Syverson Strege & Co’s Waters Corp WAT Stock Holding History

Syverson Strege & Co’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
2021 Q4	–	Sell	-10	Closed	-$4K	–	482
2021 Q3	$4K	Buy	+10	New	+$3.92K	﹤0.01%	357

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Syverson Strege & Co's WAT Position: Q4 2021 in Review

Syverson Strege & Co sold out of Waters Corp (WAT) in Q4 2021, closing a stake of 10 shares — an estimated $4K sold.

Syverson Strege & Co first reported a position in WAT in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 665 funds tracked by Wall St. Rank hold WAT as of Q4 2021.

Syverson Strege & Co reported no remaining Waters Corp position as of Q4 2021 after selling out during the quarter.
Syverson Strege & Co sold 10 Waters Corp shares in Q4 2021, an estimated $4K.
Syverson Strege & Co first reported a position in Waters Corp in Q3 2021 and held it in 1 quarter.
Syverson Strege & Co's Waters Corp position peaked at $4K in Q3 2021.
665 funds tracked by Wall St. Rank held Waters Corp as of Q4 2021.

Based on Syverson Strege & Co's 13F filing for Q4 2021, filed 19 Jan 2022.