Jim Simons’s Watsco Inc Class B WSO.B Stock Holding History

Jim Simons’s Portfolio WSO.B Stock Details WSO.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,300	Closed	-$332K	–	3840
2021 Q1	$332K	Sell	1,300 -100	-7%	-$24.7K	﹤0.01%	3028
2020 Q4	$326K	Hold	1,400	–	–	﹤0.01%	3003
2020 Q3	$326K	Hold	1,400	–	–	﹤0.01%	2968
2020 Q2	$250K	Buy	1,400 +100	+8%	+$16.8K	﹤0.01%	3104
2020 Q1	$203K	Buy	1,300 +100	+8%	+$16.5K	﹤0.01%	3101
2019 Q4	$218K	Buy	+1,200	New	+$210K	﹤0.01%	3172

Other funds holding WSO.B

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jim Simons's WSO.B Position: Q2 2021 in Review

Jim Simons sold out of Watsco Inc Class B (WSO.B) in Q2 2021, closing a stake of 1,300 shares — an estimated $332K sold.

Jim Simons first reported a position in WSO.B in Q4 2019 and held it in 6 quarters. The position peaked at $332K in Q1 2021. 8 funds tracked by Wall St. Rank hold WSO.B as of Q2 2021.

Jim Simons reported no remaining Watsco Inc Class B position as of Q2 2021 after selling out during the quarter.
Jim Simons sold 1,300 Watsco Inc Class B shares in Q2 2021, an estimated $332K.
Jim Simons first reported a position in Watsco Inc Class B in Q4 2019 and held it in 6 quarters.
Jim Simons's Watsco Inc Class B position peaked at $332K in Q1 2021.
8 funds tracked by Wall St. Rank held Watsco Inc Class B as of Q2 2021.

Based on Renaissance Technologies's 13F filing for Q2 2021, filed 13 Aug 2021.