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Highstreet Asset Management’s Watsco Inc WSO Stock Holding History

Highstreet Asset 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
2019
Q4 		$701K Buy
+3,892
New +$685K 0.03% 195

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Highstreet Asset Management's WSO Position: Q4 2019 in Review

Highstreet Asset Management opened a new position in Watsco Inc (WSO) in Q4 2019: 3,892 shares worth $701K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings.

392 funds tracked by Wall St. Rank hold WSO as of Q4 2019.

  • Highstreet Asset Management held 3,892 shares of Watsco Inc worth $701K as of Q4 2019.
  • Watsco Inc was a new Highstreet Asset Management position in Q4 2019.
  • Watsco Inc made up 0.03% of Highstreet Asset Management's portfolio in Q4 2019, its #195 holding.
  • 392 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2019.

Based on Highstreet Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.