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Krane Funds Advisors’s Watsco Inc WSO Stock Holding History

Krane Funds Advisors’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
2024
Q4 		– Sell
-608
Closed -$299K – 124
2024
Q3 		$299K Sell
608
-3
-0.5% -$1.44K 0.01% 80
2024
Q2 		$283K Sell
611
-475
-44% -$217K 0.01% 83
2024
Q1 		$464K Sell
1,086
-64
-6% -$25.7K 0.02% 62
2023
Q4 		$493K Sell
1,150
-187
-14% -$72.5K 0.02% 59
2023
Q3 		$505K Buy
1,337
+10
+0.8% +$3.62K 0.02% 58
2023
Q2 		$506K Sell
1,327
-178
-12% -$60.4K 0.03% 62
2023
Q1 		$467K Sell
1,505
-303
-17% -$89K 0.02% 71
2022
Q4 		$451K Buy
1,808
+336
+23% +$88.3K 0.02% 89
2022
Q3 		$379K Sell
1,472
-146
-9% -$39.6K 0.02% 91
2022
Q2 		$386K Sell
1,618
-55
-3% -$14.5K 0.01% 153
2022
Q1 		$510K Buy
1,673
+259
+18% +$73.9K 0.02% 147
2021
Q4 		$442K Sell
1,414
-262
-16% -$77.6K 0.01% 164
2021
Q3 		$444K Sell
1,676
-85
-5% -$23.8K 0.01% 163
2021
Q2 		$505K Buy
1,761
+266
+18% +$76.2K 0.02% 246
2021
Q1 		$390K Buy
1,495
+457
+44% +$113K 0.01% 257
2020
Q4 		$235K Buy
+1,038
New +$239K 0.01% 257

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Krane Funds Advisors's WSO Position: Q4 2024 in Review

Krane Funds Advisors sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 608 shares — an estimated $299K sold.

Krane Funds Advisors first reported a position in WSO in Q4 2020 and held it in 16 quarters. The position peaked at $510K in Q1 2022. 822 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

  • Krane Funds Advisors reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
  • Krane Funds Advisors sold 608 Watsco Inc shares in Q4 2024, an estimated $299K.
  • Krane Funds Advisors first reported a position in Watsco Inc in Q4 2020 and held it in 16 quarters.
  • Krane Funds Advisors's Watsco Inc position peaked at $510K in Q1 2022.
  • 822 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Krane Funds Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.