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Cerebellum’s Watsco Inc WSO Stock Holding History

Cerebellum’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
2019
Q4 		– Sell
-94
Closed -$16K – 523
2019
Q3 		$16K Buy
94
+19
+25% +$3.08K 0.01% 404
2019
Q2 		$12K Sell
75
-1,532
-95% -$241K 0.01% 410
2019
Q1 		$230K Sell
1,607
-1
-0.1% -$143 0.2% 336
2018
Q4 		$224K Buy
+1,608
New +$245K 0.16% 273

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Cerebellum's WSO Position: Q4 2019 in Review

Cerebellum sold out of Watsco Inc (WSO) in Q4 2019, closing a stake of 94 shares — an estimated $16K sold.

Cerebellum first reported a position in WSO in Q4 2018 and held it in 4 quarters. The position peaked at $230K in Q1 2019. 392 funds tracked by Wall St. Rank hold WSO as of Q4 2019.

  • Cerebellum reported no remaining Watsco Inc position as of Q4 2019 after selling out during the quarter.
  • Cerebellum sold 94 Watsco Inc shares in Q4 2019, an estimated $16K.
  • Cerebellum first reported a position in Watsco Inc in Q4 2018 and held it in 4 quarters.
  • Cerebellum's Watsco Inc position peaked at $230K in Q1 2019.
  • 392 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2019.

Based on Cerebellum's 13F filing for Q4 2019, filed 16 Jan 2020.