Lazard Asset Management
WSO icon

Lazard Asset Management’s Watsco Inc WSO Stock Holding History

Lazard Asset Management’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
-245
Closed -$120K – 2564
2024
Q3 		$120K Sell
245
-7,182
-97% -$3.45M ﹤0.01% 1741
2024
Q2 		$3.44M Sell
7,427
-1,343
-15% -$614K ﹤0.01% 768
2024
Q1 		$3.79M Sell
8,770
-660
-7% -$265K ﹤0.01% 728
2023
Q4 		$4.04M Sell
9,430
-630
-6% -$244K 0.01% 724
2023
Q3 		$3.8M Sell
10,060
-1,155
-10% -$418K 0.01% 757
2023
Q2 		$4.28M Sell
11,215
-543
-5% -$184K 0.01% 733
2023
Q1 		$3.74M Buy
11,758
+6,505
+124% +$1.91M ﹤0.01% 785
2022
Q4 		$1.31M Sell
5,253
-6,219
-54% -$1.64M ﹤0.01% 967
2022
Q3 		$2.95M Sell
11,472
-1,953
-15% -$529K ﹤0.01% 807
2022
Q2 		$3.21M Buy
13,425
+5,194
+63% +$1.37M ﹤0.01% 820
2022
Q1 		$2.51M Sell
8,231
-189
-2% -$53.9K ﹤0.01% 856
2021
Q4 		$2.63M Sell
8,420
-129
-2% -$38.2K ﹤0.01% 885
2021
Q3 		$2.26M Buy
8,549
+2,152
+34% +$603K ﹤0.01% 895
2021
Q2 		$1.83M Buy
6,397
+1,955
+44% +$560K ﹤0.01% 859
2021
Q1 		$1.16M Buy
4,442
+4,349
+4,676% +$1.07M ﹤0.01% 882
2020
Q4 		$21K Buy
+93
New +$21.4K ﹤0.01% 1717

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return