Cadinha & Co’s Watsco Inc WSO Stock Holding History

Cadinha & Co’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
2021 Q1	–	Sell	-3,200	Closed	-$725K	–	129
2020 Q4	$725K	Buy	3,200 +1,430	+81%	+$329K	0.1%	66
2020 Q3	$412K	Buy	+1,770	New	+$399K	0.07%	74

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Cadinha & Co's WSO Position: Q1 2021 in Review

Cadinha & Co sold out of Watsco Inc (WSO) in Q1 2021, closing a stake of 3,200 shares — an estimated $725K sold.

Cadinha & Co first reported a position in WSO in Q3 2020 and held it in 2 quarters. The position peaked at $725K in Q4 2020. 463 funds tracked by Wall St. Rank hold WSO as of Q1 2021.

Cadinha & Co reported no remaining Watsco Inc position as of Q1 2021 after selling out during the quarter.
Cadinha & Co sold 3,200 Watsco Inc shares in Q1 2021, an estimated $725K.
Cadinha & Co first reported a position in Watsco Inc in Q3 2020 and held it in 2 quarters.
Cadinha & Co's Watsco Inc position peaked at $725K in Q4 2020.
463 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2021.

Based on Cadinha & Co's 13F filing for Q1 2021, filed 6 May 2021.