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Driehaus Capital Management’s Watsco Inc WSO Stock Holding History

Driehaus Capital 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
2024
Q1 		– Sell
-55,977
Closed -$24M – 453
2023
Q4 		$24M Buy
55,977
+8,309
+17% +$3.22M 0.29% 110
2023
Q3 		$18M Buy
47,668
+17,989
+61% +$6.5M 0.23% 144
2023
Q2 		$11.3M Buy
+29,679
New +$10.1M 0.14% 204
2022
Q1 		– Sell
-44,181
Closed -$13.8M – 455
2021
Q4 		$13.8M Buy
44,181
+22,967
+108% +$6.8M 0.14% 200
2021
Q3 		$5.61M Buy
+21,214
New +$5.95M 0.07% 302
2020
Q1 		– Sell
-3,049
Closed -$549K – 552
2019
Q4 		$549K Sell
3,049
-2,377
-44% -$418K 0.01% 383
2019
Q3 		$918K Buy
5,426
+1,106
+26% +$179K 0.03% 331
2019
Q2 		$706K Buy
+4,320
New +$679K 0.02% 330
2017
Q2 		– Sell
-10,623
Closed -$1.52M – 650
2017
Q1 		$1.52M Buy
10,623
+1,426
+16% +$214K 0.05% 305
2016
Q4 		$1.36M Buy
9,197
+5,493
+148% +$796K 0.05% 311
2016
Q3 		$522K Buy
+3,704
New +$531K 0.02% 427

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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

Driehaus Capital Management's WSO Position: Q1 2024 in Review

Driehaus Capital Management sold out of Watsco Inc (WSO) in Q1 2024, closing a stake of 55,977 shares — an estimated $24M sold.

Driehaus Capital Management first reported a position in WSO in Q3 2016 and held it in 11 quarters. The position peaked at $24M in Q4 2023. 745 funds tracked by Wall St. Rank hold WSO as of Q1 2024.

  • Driehaus Capital Management reported no remaining Watsco Inc position as of Q1 2024 after selling out during the quarter.
  • Driehaus Capital Management sold 55,977 Watsco Inc shares in Q1 2024, an estimated $24M.
  • Driehaus Capital Management first reported a position in Watsco Inc in Q3 2016 and held it in 11 quarters.
  • Driehaus Capital Management's Watsco Inc position peaked at $24M in Q4 2023.
  • 745 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2024.

Based on Driehaus Capital Management's 13F filing for Q1 2024, filed 15 May 2024.