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Desjardins Global Asset Management’s Watsco Inc WSO Stock Holding History

Desjardins Global Asset Management’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
2023
Q4 		$105K Buy
246
+3
+1% +$1.16K 0.01% 460
2023
Q3 		$91.7K Buy
+243
New +$87.9K 0.01% 482

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Desjardins Global Asset Management's WSO Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Watsco Inc (WSO) stake by 1.2% in Q4 2023, buying an estimated $1.16K and bringing the position to 246 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #460.

Desjardins Global Asset Management first reported a position in WSO in Q3 2023 and has held it in 2 quarters since. 725 funds tracked by Wall St. Rank hold WSO as of Q4 2023.

  • Desjardins Global Asset Management held 246 shares of Watsco Inc worth $105K as of Q4 2023.
  • Desjardins Global Asset Management bought 3 Watsco Inc shares in Q4 2023, an estimated $1.16K.
  • Watsco Inc made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #460 holding.
  • Desjardins Global Asset Management first reported a position in Watsco Inc in Q3 2023 and has held it in 2 quarters since.
  • 725 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.