Blue Fin Capital’s Watsco Inc WSO Stock Holding History

Blue Fin Capital’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
2024 Q4	–	Sell	-422	Closed	-$208K	–	143
2024 Q3	$208K	Buy	+422	New	+$203K	0.04%	139

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Blue Fin Capital's WSO Position: Q4 2024 in Review

Blue Fin Capital sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 422 shares — an estimated $208K sold.

Blue Fin Capital first reported a position in WSO in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

Blue Fin Capital reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
Blue Fin Capital sold 422 Watsco Inc shares in Q4 2024, an estimated $208K.
Blue Fin Capital first reported a position in Watsco Inc in Q3 2024 and held it in 1 quarter.
Blue Fin Capital's Watsco Inc position peaked at $208K in Q3 2024.
820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Blue Fin Capital's 13F filing for Q4 2024, filed 18 Feb 2025.