Current Value of Holding

$21.6M

Shares

1.05M

% of Portfolio

0.03%

Average Buy Price

$12.6

Avg closing price
Price range

50 Jim Simons Waterstone Financial Trades

Jim Simons acquired 1.05M Waterstone Financial shares worth $21.6M. That's 0.03% of their equity portfolio (619th largest holding). The investor owns 6.13% of the outstanding Waterstone Financial stock. The first Waterstone Financial trade was made in Q1 2014. Since then Jim Simons bought shares nineteen more times and sold shares on 30 occasions. The stake costed the investor $13.3M, netting the investor a gain of 62% so far.

Avg closing price
Price range
Sold 3.9% shares (-42.9k shares) Q2 2026
Avg closing price $18.65
Price range $17.78 - $20.73
Sold 2.0% shares (-22.8k shares) Q1 2026
Avg closing price $17.73
Price range $16.46 - $18.76
Sold 3.0% shares (-34.4k shares) Q4 2025
Avg closing price $15.68
Price range $14.62 - $17.18
Increased shares by 1.5% (+16.7k shares) Q3 2025
Avg closing price $14.34
Price range $13.19 - $16.26
Sold 1.8% shares (-21.1k shares) Q2 2025
Avg closing price $12.80
Price range $11.86 - $13.94
Sold 3.1% shares (-36.8k shares) Q1 2025
Avg closing price $13.62
Price range $12.11 - $14.75
Sold 2.7% shares (-33k shares) Q4 2024
Avg closing price $14.70
Price range $13.28 - $16.53
Sold 2.8% shares (-35.4k shares) Q3 2024
Avg closing price $14.45
Price range $12.70 - $16.27
Sold 1.9% shares (-25k shares) Q2 2024
Avg closing price $11.98
Price range $10.71 - $13.11
Increased shares by 1.0% (+13.1k shares) Q1 2024
Avg closing price $12.71
Price range $11.16 - $14.34
Sold 5.3% shares (-71.1k shares) Q4 2023
Avg closing price $11.82
Price range $9.84 - $14.58
Increased shares by 2.3% (+30.5k shares) Q3 2023
Avg closing price $13.12
Price range $10.95 - $15.07
Sold 1.0% shares (-13.6k shares) Q2 2023
Avg closing price $14.28
Price range $13.13 - $15.46
Sold 1.4% shares (-19.3k shares) Q1 2023
Avg closing price $16.13
Price range $14.51 - $17.54
Sold 6.2% shares (-89.7k shares) Q4 2022
Avg closing price $16.75
Price range $16.14 - $17.31
Sold 7.8% shares (-121k shares) Q3 2022
Avg closing price $17.57
Price range $16.16 - $18.77
Sold 9.0% shares (-153k shares) Q2 2022
Avg closing price $17.18
Price range $16.06 - $19.14
Sold 4.5% shares (-80.7k shares) Q1 2022
Avg closing price $20.19
Price range $19.13 - $22.66
Sold 3.0% shares (-55.3k shares) Q4 2021
Avg closing price $21.16
Price range $20.10 - $22.09
Increased shares by 2.8% (+51.1k shares) Q3 2021
Avg closing price $19.89
Price range $18.93 - $20.74

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