Credit Suisse’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $13.1M | Buy |
30,332
+1,902
| +7% | +$764K | 0.01% | 797 |
|
|
2023
Q4 | $12.2M | Buy |
28,430
+1,357
| +5% | +$526K | 0.01% | 841 |
|
|
2023
Q3 | $10.2M | Sell |
27,073
-325
| -1% | -$118K | 0.01% | 896 |
|
|
2023
Q2 | $10.5M | Sell |
27,398
-3,071
| -10% | -$1.04M | 0.01% | 905 |
|
|
2023
Q1 | $9.69M | Sell |
30,469
-17
| -0.1% | -$4.99K | 0.01% | 954 |
|
|
2022
Q4 | $7.6M | Sell |
30,486
-300
| -1% | -$78.9K | 0.01% | 1062 |
|
|
2022
Q3 | $7.93M | Buy |
30,786
+94
| +0.3% | +$25.5K | 0.01% | 1017 |
|
|
2022
Q2 | $7.33M | Sell |
30,692
-2,603
| -8% | -$685K | 0.01% | 1076 |
|
|
2022
Q1 | $10.1M | Sell |
33,295
-12,471
| -27% | -$3.56M | 0.01% | 1043 |
|
|
2021
Q4 | $14.3M | Sell |
45,766
-5,317
| -10% | -$1.58M | 0.01% | 1266 |
|
|
2021
Q3 | $13.5M | Sell |
51,083
-1,733
| -3% | -$486K | 0.01% | 1332 |
|
|
2021
Q2 | $15M | Sell |
52,816
-26,676
| -34% | -$7.64M | 0.01% | 1316 |
|
|
2021
Q1 | $20.7M | Buy |
79,492
+21,396
| +37% | +$5.28M | 0.01% | 1145 |
|
|
2020
Q4 | $13.2M | Buy |
58,096
+185
| +0.3% | +$42.5K | 0.01% | 1410 |
|
|
2020
Q3 | $13.5M | Buy |
57,911
+14,024
| +32% | +$3.16M | 0.01% | 1214 |
|
|
2020
Q2 | $7.8M | Buy |
43,887
+8,997
| +26% | +$1.49M | 0.01% | 1428 |
|
|
2020
Q1 | $5.51M | Buy |
34,890
+3,296
| +10% | +$557K | ﹤0.01% | 1499 |
|
|
2019
Q4 | $5.69M | Sell |
31,594
-4,548
| -13% | -$800K | ﹤0.01% | 1794 |
|
|
2019
Q3 | $6.12M | Buy |
36,142
+7,061
| +24% | +$1.15M | 0.01% | 1605 |
|
|
2019
Q2 | $4.76M | Sell |
29,081
-619
| -2% | -$97.2K | ﹤0.01% | 1786 |
|
|
2019
Q1 | $4.25M | Buy |
29,700
+2,768
| +10% | +$397K | ﹤0.01% | 1838 |
|
|
2018
Q4 | $3.75M | Buy |
26,932
+633
| +2% | +$96.5K | ﹤0.01% | 1796 |
|
|
2018
Q3 | $4.68M | Buy |
26,299
+619
| +2% | +$109K | ﹤0.01% | 1738 |
|
|
2018
Q2 | $4.58M | Sell |
25,680
-19,079
| -43% | -$3.47M | ﹤0.01% | 1790 |
|
|
2018
Q1 | $8.1M | Sell |
44,759
-9,145
| -17% | -$1.59M | 0.01% | 1375 |
|
|
2017
Q4 | $9.16M | Buy |
53,904
+23,227
| +76% | +$3.84M | 0.01% | 1340 |
|
|
2017
Q3 | $4.94M | Buy |
30,677
+5,733
| +23% | +$866K | ﹤0.01% | 1769 |
|
|
2017
Q2 | $3.85M | Sell |
24,944
-27,110
| -52% | -$3.87M | ﹤0.01% | 1797 |
|
|
2017
Q1 | $7.45M | Buy |
52,054
+16,008
| +44% | +$2.4M | 0.01% | 1377 |
|
|
2016
Q4 | $5.34M | Sell |
36,046
-9,250
| -20% | -$1.34M | 0.01% | 1600 |
|
|
2016
Q3 | $6.38M | Buy |
45,296
+22,347
| +97% | +$3.2M | 0.01% | 1472 |
|
|
2016
Q2 | $3.23M | Sell |
22,949
-1,802
| -7% | -$242K | ﹤0.01% | 1969 |
|
|
2016
Q1 | $3.33M | Sell |
24,751
-12,023
| -33% | -$1.46M | ﹤0.01% | 1811 |
|
|
2015
Q4 | $4.31M | Buy |
36,774
+5,827
| +19% | +$718K | ﹤0.01% | 1702 |
|
|
2015
Q3 | $3.67M | Sell |
30,947
-29,683
| -49% | -$3.7M | ﹤0.01% | 1794 |
|
|
2015
Q2 | $7.5M | Buy |
60,630
+33,206
| +121% | +$4.13M | 0.01% | 1442 |
|
|
2015
Q1 | $3.45M | Sell |
27,424
-1,549
| -5% | -$178K | ﹤0.01% | 1966 |
|
|
2014
Q4 | $3.1M | Sell |
28,973
-14,571
| -33% | -$1.45M | ﹤0.01% | 2157 |
|
|
2014
Q3 | $3.75M | Sell |
43,544
-8,393
| -16% | -$776K | ﹤0.01% | 1983 |
|
|
2014
Q2 | $5.34M | Buy |
51,937
+6,943
| +15% | +$702K | ﹤0.01% | 1905 |
|
|
2014
Q1 | $4.49M | Sell |
44,994
-35,118
| -44% | -$3.39M | ﹤0.01% | 1851 |
|
|
2013
Q4 | $7.7M | Buy |
80,112
+10,221
| +15% | +$970K | 0.01% | 1471 |
|
|
2013
Q3 | $6.59M | Buy |
69,891
+6,977
| +11% | +$639K | 0.01% | 1423 |
|
|
2013
Q2 | $5.28M | Buy |
+62,914
| New | +$5.31M | 0.01% | 1522 |
|
Other funds holding WSO
Credit Suisse's WSO Position: Q1 2024 in Review
Credit Suisse increased its Watsco Inc (WSO) stake by 6.7% in Q1 2024, buying an estimated $764K and bringing the position to 30,332 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #797.
Credit Suisse first reported a position in WSO in Q2 2013 and has held it in 44 quarters since. The position peaked at $20.7M in Q1 2021. 745 funds tracked by Wall St. Rank hold WSO as of Q1 2024.
- Credit Suisse held 30,332 shares of Watsco Inc worth $13.1M as of Q1 2024.
- Credit Suisse bought 1,902 Watsco Inc shares in Q1 2024, an estimated $764K.
- Watsco Inc made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #797 holding.
- Credit Suisse first reported a position in Watsco Inc in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's Watsco Inc position peaked at $20.7M in Q1 2021.
- 745 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.