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Harel Insurance Investments & Financial Services’s Watsco Inc WSO Stock Holding History

Harel Insurance Investments & Financial Services’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
-8,171
Closed -$2.09M – 750
2022
Q3 		$2.09M Buy
+8,171
New +$2.21M 0.05% 133

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WSO Position: Q4 2022 in Review

Harel Insurance Investments & Financial Services sold out of Watsco Inc (WSO) in Q4 2022, closing a stake of 8,171 shares — an estimated $2.09M sold.

Harel Insurance Investments & Financial Services first reported a position in WSO in Q3 2022 and held it in 1 quarter. The position peaked at $2.09M in Q3 2022. 569 funds tracked by Wall St. Rank hold WSO as of Q4 2022.

  • Harel Insurance Investments & Financial Services reported no remaining Watsco Inc position as of Q4 2022 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 8,171 Watsco Inc shares in Q4 2022, an estimated $2.09M.
  • Harel Insurance Investments & Financial Services first reported a position in Watsco Inc in Q3 2022 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Watsco Inc position peaked at $2.09M in Q3 2022.
  • 569 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.