Brainard Capital Management’s Watsco Inc WSO Stock Holding History

Brainard Capital 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
2023 Q1	$216K	Buy	+678	New	+$199K	0.17%	78

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Brainard Capital Management's WSO Position: Q1 2023 in Review

Brainard Capital Management opened a new position in Watsco Inc (WSO) in Q1 2023: 678 shares worth $216K. The stake represents 0.17% of the portfolio and ranks #78 among its holdings.

614 funds tracked by Wall St. Rank hold WSO as of Q1 2023.

Brainard Capital Management held 678 shares of Watsco Inc worth $216K as of Q1 2023.
Watsco Inc was a new Brainard Capital Management position in Q1 2023.
Watsco Inc made up 0.17% of Brainard Capital Management's portfolio in Q1 2023, its #78 holding.
614 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.