Altshuler Shaham’s Watsco Inc WSO Stock Holding History

Altshuler Shaham’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	–	Sell	-717	Closed	-$127K	–	424
2020 Q2	$127K	Buy	+717	New	+$119K	﹤0.01%	157

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Altshuler Shaham's WSO Position: Q3 2020 in Review

Altshuler Shaham sold out of Watsco Inc (WSO) in Q3 2020, closing a stake of 717 shares — an estimated $127K sold.

Altshuler Shaham first reported a position in WSO in Q2 2020 and held it in 1 quarter. The position peaked at $127K in Q2 2020. 440 funds tracked by Wall St. Rank hold WSO as of Q3 2020.

Altshuler Shaham reported no remaining Watsco Inc position as of Q3 2020 after selling out during the quarter.
Altshuler Shaham sold 717 Watsco Inc shares in Q3 2020, an estimated $127K.
Altshuler Shaham first reported a position in Watsco Inc in Q2 2020 and held it in 1 quarter.
Altshuler Shaham's Watsco Inc position peaked at $127K in Q2 2020.
440 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2020.

Based on Altshuler Shaham's 13F filing for Q3 2020, filed 10 Nov 2020.