Itau Unibanco Holding S.A.’s Watsco Inc WSO Stock Holding History

Itau Unibanco Holding S.A.’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
2023 Q1	–	Sell	-469	Closed	-$118K	–	618
2022 Q4	$118K	Buy	+469	New	+$123K	﹤0.01%	263
2020 Q1	–	Sell	-654	Closed	-$118K	–	896
2019 Q4	$118K	Buy	+654	New	+$115K	0.01%	459
2019 Q3	–	Sell	-2,128	Closed	-$348K	–	683
2019 Q2	$348K	Buy	+2,128	New	+$334K	0.02%	420
2017 Q4	–	Sell	-598	Closed	-$305K	–	651
2017 Q3	$305K	Buy	598 +538	+897%	+$81.3K	0.02%	394
2017 Q2	$9K	Sell	60 -90	-60%	-$12.9K	﹤0.01%	535
2017 Q1	$21K	Buy	150 +130	+650%	+$19.5K	﹤0.01%	399
2016 Q4	$3K	Buy	+20	New	+$2.9K	﹤0.01%	425

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Itau Unibanco Holding S.A.'s WSO Position: Q1 2023 in Review

Itau Unibanco Holding S.A. sold out of Watsco Inc (WSO) in Q1 2023, closing a stake of 469 shares — an estimated $118K sold.

Itau Unibanco Holding S.A. first reported a position in WSO in Q4 2016 and held it in 7 quarters. The position peaked at $348K in Q2 2019. 613 funds tracked by Wall St. Rank hold WSO as of Q1 2023.

Itau Unibanco Holding S.A. reported no remaining Watsco Inc position as of Q1 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 469 Watsco Inc shares in Q1 2023, an estimated $118K.
Itau Unibanco Holding S.A. first reported a position in Watsco Inc in Q4 2016 and held it in 7 quarters.
Itau Unibanco Holding S.A.'s Watsco Inc position peaked at $348K in Q2 2019.
613 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2023, filed 12 May 2023.