Winslow Evans & Crocker’s Waters Corp WAT Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$154K	Hold	620	–	–	0.03%	373
2020 Q3	$122K	Sell	620 -25	-4%	-$5.2K	0.03%	331
2020 Q2	$117K	Sell	645 -1	-0.2%	-$189	0.03%	335
2020 Q1	$118K	Sell	646 -226	-26%	-$47.7K	0.04%	307
2019 Q4	$204K	Hold	872	–	–	0.05%	287
2019 Q3	$196K	Buy	872 +772	+772%	+$167K	0.05%	285
2019 Q2	$22K	Buy	+100	New	+$21.9K	0.01%	656
2018 Q1	–	Sell	-26	Closed	-$4.83K	–	1161
2017 Q4	$4.83K	Hold	26	–	–	﹤0.01%	930
2017 Q3	$4.49K	Buy	26 +1	+4%	+$181	﹤0.01%	949
2017 Q2	$4.6K	Sell	25 -1	-4%	-$174	﹤0.01%	1073
2017 Q1	$3.91K	Hold	26	–	–	﹤0.01%	1066
2016 Q4	$3.36K	Buy	+26	New	+$3.71K	﹤0.01%	1087

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

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

Winslow Evans & Crocker's WAT Position: Q4 2020 in Review

Winslow Evans & Crocker held its Waters Corp (WAT) position steady in Q4 2020 at 620 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #373.

Winslow Evans & Crocker first reported a position in WAT in Q4 2016 and has held it in 12 quarters since. The position peaked at $204K in Q4 2019. 581 funds tracked by Wall St. Rank hold WAT as of Q4 2020.

Winslow Evans & Crocker held 620 shares of Waters Corp worth $154K as of Q4 2020.
Winslow Evans & Crocker left its Waters Corp share count unchanged in Q4 2020.
Waters Corp made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #373 holding.
Winslow Evans & Crocker first reported a position in Waters Corp in Q4 2016 and has held it in 12 quarters since.
Winslow Evans & Crocker's Waters Corp position peaked at $204K in Q4 2019.
581 funds tracked by Wall St. Rank held Waters Corp as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.