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Fiduciary Management Inc’s Watsco Inc WSO Stock Holding History

Fiduciary Management Inc’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
2020
Q1 		– Sell
-270,877
Closed -$48.8M – 74
2019
Q4 		$48.8M Sell
270,877
-1,282
-0.5% -$225K 0.3% 60
2019
Q3 		$46M Sell
272,159
-9,479
-3% -$1.54M 0.3% 63
2019
Q2 		$46.1M Buy
281,638
+65,849
+31% +$10.3M 0.29% 61
2019
Q1 		$30.9M Buy
+215,789
New +$31M 0.2% 66

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fiduciary Management Inc's WSO Position: Q1 2020 in Review

Fiduciary Management Inc sold out of Watsco Inc (WSO) in Q1 2020, closing a stake of 270,877 shares — an estimated $48.8M sold.

Fiduciary Management Inc first reported a position in WSO in Q1 2019 and held it in 4 quarters. The position peaked at $48.8M in Q4 2019. 373 funds tracked by Wall St. Rank hold WSO as of Q1 2020.

  • Fiduciary Management Inc reported no remaining Watsco Inc position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Management Inc sold 270,877 Watsco Inc shares in Q1 2020, an estimated $48.8M.
  • Fiduciary Management Inc first reported a position in Watsco Inc in Q1 2019 and held it in 4 quarters.
  • Fiduciary Management Inc's Watsco Inc position peaked at $48.8M in Q4 2019.
  • 373 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2020.

Based on Fiduciary Management Inc's 13F filing for Q1 2020, filed 14 May 2020.