ZIM
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Zacks Investment Management’s Waters Corp WAT Stock Holding History

Zacks Investment Management’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
Q1 		– Sell
-9,071
Closed -$2.12M – 606
2019
Q4 		$2.12M Sell
9,071
-11,761
-56% -$2.6M 0.04% 253
2019
Q3 		$4.65M Sell
20,832
-5,093
-20% -$1.1M 0.09% 153
2019
Q2 		$5.58M Buy
25,925
+7,062
+37% +$1.54M 0.11% 145
2019
Q1 		$4.75M Buy
18,863
+16,221
+614% +$3.7M 0.1% 155
2018
Q4 		$498K Buy
+2,642
New +$502K 0.01% 440
2016
Q4 		– Sell
-1,345
Closed -$213K – 742
2016
Q3 		$213K Buy
+1,345
New +$208K 0.01% 581

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zacks Investment Management's WAT Position: Q1 2020 in Review

Zacks Investment Management sold out of Waters Corp (WAT) in Q1 2020, closing a stake of 9,071 shares — an estimated $2.12M sold.

Zacks Investment Management first reported a position in WAT in Q3 2016 and held it in 6 quarters. The position peaked at $5.58M in Q2 2019. 533 funds tracked by Wall St. Rank hold WAT as of Q1 2020.

  • Zacks Investment Management reported no remaining Waters Corp position as of Q1 2020 after selling out during the quarter.
  • Zacks Investment Management sold 9,071 Waters Corp shares in Q1 2020, an estimated $2.12M.
  • Zacks Investment Management first reported a position in Waters Corp in Q3 2016 and held it in 6 quarters.
  • Zacks Investment Management's Waters Corp position peaked at $5.58M in Q2 2019.
  • 533 funds tracked by Wall St. Rank held Waters Corp as of Q1 2020.

Based on Zacks Investment Management's 13F filing for Q1 2020, filed 15 May 2020.