Caitlin John’s Watsco Inc WSO Stock Holding History

Caitlin John’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 Q2	–	Sell	-11	Closed	-$4.75K	–	957
2024 Q1	$4.75K	Hold	11	–	–	﹤0.01%	581
2023 Q4	$4.71K	Buy	+11	New	+$4.26K	﹤0.01%	565

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caitlin John's WSO Position: Q2 2024 in Review

Caitlin John sold out of Watsco Inc (WSO) in Q2 2024, closing a stake of 11 shares — an estimated $4.75K sold.

Caitlin John first reported a position in WSO in Q4 2023 and held it in 2 quarters. The position peaked at $4.75K in Q1 2024. 777 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

Caitlin John reported no remaining Watsco Inc position as of Q2 2024 after selling out during the quarter.
Caitlin John sold 11 Watsco Inc shares in Q2 2024, an estimated $4.75K.
Caitlin John first reported a position in Watsco Inc in Q4 2023 and held it in 2 quarters.
Caitlin John's Watsco Inc position peaked at $4.75K in Q1 2024.
777 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on Caitlin John's 13F filing for Q2 2024, filed 27 Jan 2025.