Welch & Forbes’s OneWater Marine ONEW Stock Holding History

Welch & Forbes’s Portfolio ONEW Stock Details ONEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,170	Closed	-$247K	–	393
2022 Q1	$247K	Hold	7,170	–	–	﹤0.01%	355
2021 Q4	$437K	Hold	7,170	–	–	0.01%	299
2021 Q3	$288K	Hold	7,170	–	–	﹤0.01%	346
2021 Q2	$301K	Sell	7,170 -2,000	-22%	-$92.8K	0.01%	348
2021 Q1	$366K	Hold	9,170	–	–	0.01%	318
2020 Q4	$267K	Buy	+9,170	New	+$220K	0.01%	350

Other funds holding ONEW

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

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

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Welch & Forbes's ONEW Position: Q2 2022 in Review

Welch & Forbes sold out of OneWater Marine (ONEW) in Q2 2022, closing a stake of 7,170 shares — an estimated $247K sold.

Welch & Forbes first reported a position in ONEW in Q4 2020 and held it in 6 quarters. The position peaked at $437K in Q4 2021. 99 funds tracked by Wall St. Rank hold ONEW as of Q2 2022.

Welch & Forbes reported no remaining OneWater Marine position as of Q2 2022 after selling out during the quarter.
Welch & Forbes sold 7,170 OneWater Marine shares in Q2 2022, an estimated $247K.
Welch & Forbes first reported a position in OneWater Marine in Q4 2020 and held it in 6 quarters.
Welch & Forbes's OneWater Marine position peaked at $437K in Q4 2021.
99 funds tracked by Wall St. Rank held OneWater Marine as of Q2 2022.

Based on Welch & Forbes's 13F filing for Q2 2022, filed 22 Jul 2022.