6 Meridian’s Watsco Inc WSO Stock Holding History

6 Meridian’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$249K	Buy	796 +3	+0.4%	+$889	0.02%	260
2021 Q3	$210K	Sell	793 -38	-5%	-$10.7K	0.02%	320
2021 Q2	$238K	Sell	831 -31	-4%	-$8.88K	0.02%	275
2021 Q1	$225K	Buy	+862	New	+$213K	0.02%	294
2020 Q4	–	Sell	-878	Closed	-$204K	–	319
2020 Q3	$204K	Buy	+878	New	+$198K	0.02%	240

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

6 Meridian's WSO Position: Q4 2021 in Review

6 Meridian increased its Watsco Inc (WSO) stake by 0.38% in Q4 2021, buying an estimated $889 and bringing the position to 796 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #260.

6 Meridian first reported a position in WSO in Q3 2020 and has held it in 5 quarters since. 520 funds tracked by Wall St. Rank hold WSO as of Q4 2021.

6 Meridian held 796 shares of Watsco Inc worth $249K as of Q4 2021.
6 Meridian bought 3 Watsco Inc shares in Q4 2021, an estimated $889.
Watsco Inc made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #260 holding.
6 Meridian first reported a position in Watsco Inc in Q3 2020 and has held it in 5 quarters since.
520 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.