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Artemis Investment Management’s Watsco Inc WSO Stock Holding History

Artemis 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
2017
Q4 		– Sell
-39,467
Closed -$6.36M – 246
2017
Q3 		$6.36M Sell
39,467
-16,792
-30% -$2.54M 0.13% 157
2017
Q2 		$8.67M Buy
+56,259
New +$8.04M 0.21% 115

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Artemis Investment Management's WSO Position: Q4 2017 in Review

Artemis Investment Management sold out of Watsco Inc (WSO) in Q4 2017, closing a stake of 39,467 shares — an estimated $6.36M sold.

Artemis Investment Management first reported a position in WSO in Q2 2017 and held it in 2 quarters. The position peaked at $8.67M in Q2 2017. 341 funds tracked by Wall St. Rank hold WSO as of Q4 2017.

  • Artemis Investment Management reported no remaining Watsco Inc position as of Q4 2017 after selling out during the quarter.
  • Artemis Investment Management sold 39,467 Watsco Inc shares in Q4 2017, an estimated $6.36M.
  • Artemis Investment Management first reported a position in Watsco Inc in Q2 2017 and held it in 2 quarters.
  • Artemis Investment Management's Watsco Inc position peaked at $8.67M in Q2 2017.
  • 341 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2017.

Based on Artemis Investment Management's 13F filing for Q4 2017, filed 8 Feb 2018.