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Cigna Investments’s Watsco Inc WSO Stock Holding History

Cigna Investments’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
2022
Q1 		– Sell
-743
Closed -$232K – 665
2021
Q4 		$232K Sell
743
-230
-24% -$68.1K 0.02% 589
2021
Q3 		$257K Sell
973
-100
-9% -$28K 0.02% 609
2021
Q2 		$307K Sell
1,073
-200
-16% -$57.3K 0.02% 569
2021
Q1 		$332K Buy
1,273
+125
+11% +$30.8K 0.02% 567
2020
Q4 		$260K Buy
1,148
+81
+8% +$18.6K 0.02% 604
2020
Q3 		$248K Buy
+1,067
New +$240K 0.02% 531
2018
Q2 		– Sell
-1,204
Closed -$218K – 813
2018
Q1 		$218K Hold
1,204
– – 0.01% 751
2017
Q4 		$205K Buy
+1,204
New +$199K 0.01% 842
2017
Q3 		– Sell
-2,236
Closed -$345K – 917
2017
Q2 		$345K Sell
2,236
-106
-5% -$15.1K 0.02% 584
2017
Q1 		$335K Buy
+2,342
New +$351K 0.02% 569

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cigna Investments's WSO Position: Q1 2022 in Review

Cigna Investments sold out of Watsco Inc (WSO) in Q1 2022, closing a stake of 743 shares — an estimated $232K sold.

Cigna Investments first reported a position in WSO in Q1 2017 and held it in 10 quarters. The position peaked at $345K in Q2 2017. 495 funds tracked by Wall St. Rank hold WSO as of Q1 2022.

  • Cigna Investments reported no remaining Watsco Inc position as of Q1 2022 after selling out during the quarter.
  • Cigna Investments sold 743 Watsco Inc shares in Q1 2022, an estimated $232K.
  • Cigna Investments first reported a position in Watsco Inc in Q1 2017 and held it in 10 quarters.
  • Cigna Investments's Watsco Inc position peaked at $345K in Q2 2017.
  • 495 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2022.

Based on Cigna Investments's 13F filing for Q1 2022, filed 13 May 2022.