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First Manhattan’s
Watsco Inc
WSO
Stock Holding History
First Manhattan’s Portfolio
WSO Stock Details
WSO Fund Activity
Bought
Maintained
Sold
Shares
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
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
William Blair & Company
Chicago, Illinois
$34.9B AUM
18.88%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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