Amalgamated Financial’s Watsco Inc WSO Stock Holding History

Amalgamated Financial’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
2022 Q1	$7.23M	Buy	+23,746	New	+$6.77M	0.06%	306

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

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

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

Amalgamated Financial's WSO Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Watsco Inc (WSO) in Q1 2022: 23,746 shares worth $7.23M. The stake represents 0.06% of the portfolio and ranks #306 among its holdings.

496 funds tracked by Wall St. Rank hold WSO as of Q1 2022.

Amalgamated Financial held 23,746 shares of Watsco Inc worth $7.23M as of Q1 2022.
Watsco Inc was a new Amalgamated Financial position in Q1 2022.
Watsco Inc made up 0.06% of Amalgamated Financial's portfolio in Q1 2022, its #306 holding.
496 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.