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Fort LP’s Watsco Inc WSO Stock Holding History

Fort LP’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
2022
Q1 		– Sell
-726
Closed -$227K – 290
2021
Q4 		$227K Sell
726
-2,018
-74% -$598K 0.07% 279
2021
Q3 		$726K Sell
2,744
-1,721
-39% -$483K 0.24% 194
2021
Q2 		$1.28M Sell
4,465
-2,103
-32% -$602K 0.37% 153
2021
Q1 		$1.71M Buy
6,568
+306
+5% +$75.5K 0.48% 103
2020
Q4 		$1.42M Buy
6,262
+2,799
+81% +$643K 0.42% 155
2020
Q3 		$806K Buy
3,463
+2,314
+201% +$521K 0.34% 142
2020
Q2 		$204K Buy
1,149
+9
+0.8% +$1.49K 0.11% 265
2020
Q1 		$180K Buy
+1,140
New +$192K 0.04% 290
2019
Q2 		– Sell
-383
Closed -$55K – 497
2019
Q1 		$55K Sell
383
-320
-46% -$45.9K 0.01% 358
2018
Q4 		$98K Buy
703
+513
+270% +$78.2K 0.02% 309
2018
Q3 		$34K Buy
+190
New +$33.6K 0.01% 359

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return