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Wright Investors Service’s Waters Corp WAT Stock Holding History

Wright Investors Service’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
-1,155
Closed -$413K – 154
2021
Q3 		$413K Buy
+1,155
New +$452K 0.12% 134

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wright Investors Service's WAT Position: Q4 2021 in Review

Wright Investors Service sold out of Waters Corp (WAT) in Q4 2021, closing a stake of 1,155 shares — an estimated $413K sold.

Wright Investors Service first reported a position in WAT in Q3 2021 and held it in 1 quarter. The position peaked at $413K in Q3 2021. 665 funds tracked by Wall St. Rank hold WAT as of Q4 2021.

  • Wright Investors Service reported no remaining Waters Corp position as of Q4 2021 after selling out during the quarter.
  • Wright Investors Service sold 1,155 Waters Corp shares in Q4 2021, an estimated $413K.
  • Wright Investors Service first reported a position in Waters Corp in Q3 2021 and held it in 1 quarter.
  • Wright Investors Service's Waters Corp position peaked at $413K in Q3 2021.
  • 665 funds tracked by Wall St. Rank held Waters Corp as of Q4 2021.

Based on Wright Investors Service's 13F filing for Q4 2021, filed 27 Jan 2022.