Lighthouse Investment Partners’s Watsco Inc WSO Stock Holding History

Lighthouse Investment Partners’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	-422	Closed	-$208K	–	664
2024 Q3	$208K	Sell	422 -8,790	-95%	-$4.22M	0.01%	416
2024 Q2	$4.27M	Buy	+9,212	New	+$4.21M	0.17%	148
2024 Q1	–	Sell	-1,765	Closed	-$756K	–	469
2023 Q4	$756K	Sell	1,765 -16,541	-90%	-$6.41M	0.03%	240
2023 Q3	$6.91M	Buy	+18,306	New	+$6.62M	0.28%	77
2023 Q2	–	Sell	-14,388	Closed	-$4.58M	–	396
2023 Q1	$4.58M	Buy	14,388 +9,546	+197%	+$2.8M	0.31%	82
2022 Q4	$1.21M	Sell	4,842 -15,158	-76%	-$3.99M	0.13%	122
2022 Q3	$5.15M	Sell	20,000 -27,074	-58%	-$7.34M	1.02%	20
2022 Q2	$11.2M	Buy	+47,074	New	+$12.4M	3.92%	6

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lighthouse Investment Partners's WSO Position: Q4 2024 in Review

Lighthouse Investment Partners sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 422 shares — an estimated $208K sold.

Lighthouse Investment Partners first reported a position in WSO in Q2 2022 and held it in 8 quarters. The position peaked at $11.2M in Q2 2022. 821 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

Lighthouse Investment Partners reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
Lighthouse Investment Partners sold 422 Watsco Inc shares in Q4 2024, an estimated $208K.
Lighthouse Investment Partners first reported a position in Watsco Inc in Q2 2022 and held it in 8 quarters.
Lighthouse Investment Partners's Watsco Inc position peaked at $11.2M in Q2 2022.
821 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Lighthouse Investment Partners's 13F filing for Q4 2024, filed 14 Feb 2025.