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Kula Investments’s Watsco Inc WSO Stock Holding History

Kula Investments’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 		$806K Buy
+2,532
New +$744K 0.2% 185

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kula Investments's WSO Position: Q1 2023 in Review

Kula Investments opened a new position in Watsco Inc (WSO) in Q1 2023: 2,532 shares worth $806K. The stake represents 0.2% of the portfolio and ranks #185 among its holdings.

613 funds tracked by Wall St. Rank hold WSO as of Q1 2023.

  • Kula Investments held 2,532 shares of Watsco Inc worth $806K as of Q1 2023.
  • Watsco Inc was a new Kula Investments position in Q1 2023.
  • Watsco Inc made up 0.2% of Kula Investments's portfolio in Q1 2023, its #185 holding.
  • 613 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.