EIP
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Epoch Investment Partners’s Watsco Inc WSO Stock Holding History

Epoch Investment 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
2026
Q1 		$48.6M Sell
133,469
-1,662
-1% -$644K 0.29% 132
2025
Q4 		$45.5M Buy
135,131
+103,589
+328% +$37M 0.26% 134
2025
Q3 		$12.8M Buy
+31,542
New +$13.5M 0.07% 199
2021
Q4 		– Sell
-228,611
Closed -$60.5M – 365
2021
Q3 		$60.5M Sell
228,611
-83,937
-27% -$23.5M 0.34% 100
2021
Q2 		$89.6M Sell
312,548
-53,278
-15% -$15.3M 0.48% 75
2021
Q1 		$95.4M Sell
365,826
-125,836
-26% -$31M 0.45% 80
2020
Q4 		$111M Sell
491,662
-14,319
-3% -$3.29M 0.51% 65
2020
Q3 		$118M Sell
505,981
-42,674
-8% -$9.61M 0.59% 62
2020
Q2 		$97.5M Sell
548,655
-4,163
-0.8% -$689K 0.5% 69
2020
Q1 		$87.4M Sell
552,818
-84,046
-13% -$14.2M 0.53% 67
2019
Q4 		$115M Sell
636,864
-102,270
-14% -$18M 0.5% 83
2019
Q3 		$125M Buy
739,134
+22,385
+3% +$3.63M 0.57% 70
2019
Q2 		$117M Sell
716,749
-87,644
-11% -$13.8M 0.53% 78
2019
Q1 		$115M Buy
804,393
+627,016
+353% +$90M 0.5% 77
2018
Q4 		$24.7M Buy
177,377
+84,479
+91% +$12.9M 0.11% 156
2018
Q3 		$16.5M Buy
92,898
+40,337
+77% +$7.13M 0.06% 196
2018
Q2 		$9.37K Buy
+52,561
New +$9.56M 0.03% 225

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