Hanson & Doremus Investment Management’s Watsco Inc WSO Stock Holding History

Hanson & Doremus Investment Management’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 Q4	–	Sell	-80	Closed	-$21K	–	566
2022 Q3	$21K	Hold	80	–	–	0.01%	379
2022 Q2	$19K	Buy	+80	New	+$21.1K	﹤0.01%	389
2022 Q1	–	Sell	-8	Closed	-$3K	–	536
2021 Q4	$3K	Hold	8	–	–	﹤0.01%	476
2021 Q3	$2K	Buy	+8	New	+$2.24K	﹤0.01%	476
2021 Q2	–	Sell	-8	Closed	-$2K	–	538
2021 Q1	$2K	Buy	+8	New	+$1.97K	﹤0.01%	492

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hanson & Doremus Investment Management's WSO Position: Q4 2022 in Review

Hanson & Doremus Investment Management sold out of Watsco Inc (WSO) in Q4 2022, closing a stake of 80 shares — an estimated $21K sold.

Hanson & Doremus Investment Management first reported a position in WSO in Q1 2021 and held it in 5 quarters. The position peaked at $21K in Q3 2022. 566 funds tracked by Wall St. Rank hold WSO as of Q4 2022.

Hanson & Doremus Investment Management reported no remaining Watsco Inc position as of Q4 2022 after selling out during the quarter.
Hanson & Doremus Investment Management sold 80 Watsco Inc shares in Q4 2022, an estimated $21K.
Hanson & Doremus Investment Management first reported a position in Watsco Inc in Q1 2021 and held it in 5 quarters.
Hanson & Doremus Investment Management's Watsco Inc position peaked at $21K in Q3 2022.
566 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2022.

Based on Hanson & Doremus Investment Management's 13F filing for Q4 2022, filed 18 Jan 2023.