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AIA Investment Management’s Watsco Inc WSO Stock Holding History

AIA Investment Management’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
2020
Q3 		$1.47M Buy
6,309
+835
+15% +$188K 0.34% 64
2020
Q2 		$973K Hold
5,474
– – 0.22% 61
2020
Q1 		$865K Buy
+5,474
New +$924K 0.18% 49

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AIA Investment Management's WSO Position: Q3 2020 in Review

AIA Investment Management increased its Watsco Inc (WSO) stake by 15% in Q3 2020, buying an estimated $188K and bringing the position to 6,309 shares worth $1.47M. The position accounts for 0.34% of the portfolio, ranked #64.

AIA Investment Management first reported a position in WSO in Q1 2020 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold WSO as of Q3 2020.

  • AIA Investment Management held 6,309 shares of Watsco Inc worth $1.47M as of Q3 2020.
  • AIA Investment Management bought 835 Watsco Inc shares in Q3 2020, an estimated $188K.
  • Watsco Inc made up 0.34% of AIA Investment Management's portfolio in Q3 2020, its #64 holding.
  • AIA Investment Management first reported a position in Watsco Inc in Q1 2020 and has held it in 3 quarters since.
  • 440 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.