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GT
Glenmede Trust’s
Watsco Inc
WSO
Stock Holding History
Glenmede Trust’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
Q3
–
Sell
-443
Closed
-$205K
–
1434
2024
Q2
$205K
Buy
+443
New
+$202K
﹤0.01%
1190
2023
Q4
–
Sell
-542
Closed
-$205K
–
1347
2023
Q3
$205K
Buy
+542
New
+$196K
﹤0.01%
1093
2020
Q4
–
Sell
-667
Closed
-$155K
–
2279
2020
Q3
$155K
Sell
667
-31
-4%
-$6.98K
﹤0.01%
1076
2020
Q2
$124K
Sell
698
-274
-28%
-$45.3K
﹤0.01%
1114
2020
Q1
$175K
Hold
972
–
–
﹤0.01%
1240
2019
Q4
$175K
Buy
972
+17
+2%
+$2.99K
﹤0.01%
1240
2019
Q3
$161
Buy
955
+111
+13%
+$18K
﹤0.01%
1248
2019
Q2
$138
Buy
+844
New
+$133K
﹤0.01%
1303
2013
Q4
–
Sell
-140
Closed
-$13K
–
2344
2013
Q3
$13K
Hold
140
–
–
﹤0.01%
1870
2013
Q2
$11K
Buy
+140
New
+$11.8K
﹤0.01%
1857
Other funds holding WSO
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$5.72T AUM
30.48%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
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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