EARNEST Partners’s Watsco Inc WSO Stock Holding History

EARNEST Partners’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	–	Sell	-23	Closed	-$8.69K	–	1103
2023 Q3	$8.69K	Hold	23	–	–	﹤0.01%	674
2023 Q2	$8.77K	Hold	23	–	–	﹤0.01%	669
2023 Q1	$7.32K	Hold	23	–	–	﹤0.01%	688
2022 Q4	$5.74K	Hold	23	–	–	﹤0.01%	749
2022 Q3	$6K	Hold	23	–	–	﹤0.01%	736
2022 Q2	$5K	Hold	23	–	–	﹤0.01%	816
2022 Q1	$7K	Hold	23	–	–	﹤0.01%	759
2021 Q4	$7K	Hold	23	–	–	﹤0.01%	789
2021 Q3	$6K	Hold	23	–	–	﹤0.01%	816
2021 Q2	$7K	Hold	23	–	–	﹤0.01%	777
2021 Q1	$6K	Hold	23	–	–	﹤0.01%	815
2020 Q4	$5K	Hold	23	–	–	﹤0.01%	848
2020 Q3	$5K	Hold	23	–	–	﹤0.01%	786
2020 Q2	$4K	Hold	23	–	–	﹤0.01%	828
2020 Q1	$4K	Hold	23	–	–	﹤0.01%	754
2019 Q4	$4K	Hold	23	–	–	﹤0.01%	873
2019 Q3	$4K	Hold	23	–	–	﹤0.01%	846
2019 Q2	$4K	Hold	23	–	–	﹤0.01%	867
2019 Q1	$3K	Hold	23	–	–	﹤0.01%	949
2018 Q4	$3K	Hold	23	–	–	﹤0.01%	911
2018 Q3	$4K	Hold	23	–	–	﹤0.01%	883
2018 Q2	$4K	Hold	23	–	–	﹤0.01%	879
2018 Q1	$4K	Hold	23	–	–	﹤0.01%	854
2017 Q4	$4K	Buy	+23	New	+$3.8K	﹤0.01%	849
2017 Q1	–	Sell	-23	Closed	-$3K	–	915
2016 Q4	$3K	Buy	+23	New	+$3.33K	﹤0.01%	858

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

EARNEST Partners's WSO Position: Q4 2023 in Review

EARNEST Partners sold out of Watsco Inc (WSO) in Q4 2023, closing a stake of 23 shares — an estimated $8.69K sold.

EARNEST Partners first reported a position in WSO in Q4 2016 and held it in 25 quarters. The position peaked at $8.77K in Q2 2023. 726 funds tracked by Wall St. Rank hold WSO as of Q4 2023.

EARNEST Partners reported no remaining Watsco Inc position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 23 Watsco Inc shares in Q4 2023, an estimated $8.69K.
EARNEST Partners first reported a position in Watsco Inc in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Watsco Inc position peaked at $8.77K in Q2 2023.
726 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.