J. Goldman & Co’s Watsco Inc WSO Stock Holding History

J. Goldman & Co’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 Q4	–	Sell	-30,912	Closed	-$11.7M	–	490
2023 Q3	$11.7M	Buy	+30,912	New	+$11.2M	0.41%	76

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

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

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

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

J. Goldman & Co's WSO Position: Q4 2023 in Review

J. Goldman & Co sold out of Watsco Inc (WSO) in Q4 2023, closing a stake of 30,912 shares — an estimated $11.7M sold.

J. Goldman & Co first reported a position in WSO in Q3 2023 and held it in 1 quarter. The position peaked at $11.7M in Q3 2023. 726 funds tracked by Wall St. Rank hold WSO as of Q4 2023.

J. Goldman & Co reported no remaining Watsco Inc position as of Q4 2023 after selling out during the quarter.
J. Goldman & Co sold 30,912 Watsco Inc shares in Q4 2023, an estimated $11.7M.
J. Goldman & Co first reported a position in Watsco Inc in Q3 2023 and held it in 1 quarter.
J. Goldman & Co's Watsco Inc position peaked at $11.7M in Q3 2023.
726 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2023.

Based on J. Goldman & Co's 13F filing for Q4 2023, filed 14 Feb 2024.