First Manhattan’s Watsco Inc WSO Stock Holding History

First Manhattan’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 Q2	–	Sell	-147	Closed	-$63.5K	–	1346
2024 Q1	$63.5K	Hold	147	–	–	﹤0.01%	837
2023 Q4	$63K	Sell	147 -1	-0.7%	-$387	﹤0.01%	825
2023 Q3	$55.9K	Buy	148 +1	+0.7%	+$362	﹤0.01%	849
2023 Q2	$56.1K	Buy	147 +37	+34%	+$12.5K	﹤0.01%	863
2023 Q1	$35K	Sell	110 -345	-76%	-$101K	﹤0.01%	992
2022 Q4	$113K	Buy	455 +95	+26%	+$25K	﹤0.01%	809
2022 Q3	$92K	Hold	360	–	–	﹤0.01%	828
2022 Q2	$85K	Hold	360	–	–	﹤0.01%	876
2022 Q1	$109K	Hold	360	–	–	﹤0.01%	864
2021 Q4	$112K	Hold	360	–	–	﹤0.01%	853
2021 Q3	$95K	Buy	360 +60	+20%	+$16.8K	﹤0.01%	873
2021 Q2	$85K	Hold	300	–	–	﹤0.01%	885
2021 Q1	$78K	Hold	300	–	–	﹤0.01%	874
2020 Q4	$67K	Buy	+300	New	+$69K	﹤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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan's WSO Position: Q2 2024 in Review

First Manhattan sold out of Watsco Inc (WSO) in Q2 2024, closing a stake of 147 shares — an estimated $63.5K sold.

First Manhattan first reported a position in WSO in Q4 2020 and held it in 14 quarters. The position peaked at $113K in Q4 2022. 777 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

First Manhattan reported no remaining Watsco Inc position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 147 Watsco Inc shares in Q2 2024, an estimated $63.5K.
First Manhattan first reported a position in Watsco Inc in Q4 2020 and held it in 14 quarters.
First Manhattan's Watsco Inc position peaked at $113K in Q4 2022.
777 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.