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Girard Partners’s Watsco Inc WSO Stock Holding History

Girard 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
2024
Q2 		$2.11M Sell
4,558
-12
-0.3% -$5.49K 0.2% 90
2024
Q1 		$1.97M Buy
4,570
+322
+8% +$129K 0.19% 103
2023
Q4 		$1.82M Sell
4,248
-25
-0.6% -$9.69K 0.18% 106
2023
Q3 		$1.61M Buy
4,273
+189
+5% +$68.3K 0.18% 111
2023
Q2 		$1.56M Buy
+4,084
New +$1.38M 0.16% 114

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Girard Partners's WSO Position: Q2 2024 in Review

Girard Partners reduced its Watsco Inc (WSO) stake by 0.26% in Q2 2024, selling an estimated $5.49K and leaving 4,558 shares worth $2.11M. The position accounts for 0.2% of the portfolio, ranked #90.

Girard Partners first reported a position in WSO in Q2 2023 and has held it in 5 quarters since. 775 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

  • Girard Partners held 4,558 shares of Watsco Inc worth $2.11M as of Q2 2024.
  • Girard Partners sold 12 Watsco Inc shares in Q2 2024, an estimated $5.49K.
  • Watsco Inc made up 0.2% of Girard Partners's portfolio in Q2 2024, its #90 holding.
  • Girard Partners first reported a position in Watsco Inc in Q2 2023 and has held it in 5 quarters since.
  • 775 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.