ZIM
KWR icon

Zacks Investment Management’s Quaker Houghton KWR Stock Holding History

Zacks Investment Management’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,737
Closed -$464K – 729
2024
Q2 		$464K Sell
2,737
-10,432
-79% -$1.93M 0.01% 454
2024
Q1 		$2.7M Buy
13,169
+2,920
+28% +$579K 0.03% 274
2023
Q4 		$2.19M Sell
10,249
-337
-3% -$58.1K 0.03% 280
2023
Q3 		$1.69M Buy
10,586
+99
+0.9% +$17.7K 0.02% 302
2023
Q2 		$2.04M Sell
10,487
-103
-1% -$20.1K 0.03% 290
2023
Q1 		$2.1M Buy
+10,590
New +$2.03M 0.03% 278
2014
Q4 		– Sell
-3,503
Closed -$251K – 694
2014
Q3 		$251K Buy
+3,503
New +$262K 0.01% 587

Other funds holding KWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return