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Lee Ainslie’s Watsco Inc WSO Stock Holding History

Lee Ainslie’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
Q2 		– Sell
-870
Closed -$277K – 558
2023
Q1 		$277K Buy
+870
New +$256K 0.01% 426
2021
Q1 		– Sell
-983
Closed -$223K – 886
2020
Q4 		$223K Buy
+983
New +$226K ﹤0.01% 513
2020
Q3 		– Sell
-1,730
Closed -$307K – 715
2020
Q2 		$307K Buy
+1,730
New +$286K 0.01% 489

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lee Ainslie's WSO Position: Q2 2023 in Review

Lee Ainslie sold out of Watsco Inc (WSO) in Q2 2023, closing a stake of 870 shares — an estimated $277K sold.

Lee Ainslie first reported a position in WSO in Q2 2020 and held it in 3 quarters. The position peaked at $307K in Q2 2020. 677 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

  • Lee Ainslie reported no remaining Watsco Inc position as of Q2 2023 after selling out during the quarter.
  • Lee Ainslie sold 870 Watsco Inc shares in Q2 2023, an estimated $277K.
  • Lee Ainslie first reported a position in Watsco Inc in Q2 2020 and held it in 3 quarters.
  • Lee Ainslie's Watsco Inc position peaked at $307K in Q2 2020.
  • 677 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on Maverick Capital's 13F filing for Q2 2023, filed 14 Aug 2023.