Loomis, Sayles & Company
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Loomis, Sayles & Company’s Watsco Inc WSO Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-7
Closed -$3K – 1030
2023
Q2 		$3K Buy
+7
New +$2.37K ﹤0.01% 933
2023
Q1 		– Sell
-7
Closed -$2K – 1034
2022
Q4 		$2K Hold
7
– – ﹤0.01% 826
2022
Q3 		$2K Buy
+7
New +$1.9K ﹤0.01% 857
2022
Q2 		– Sell
-9
Closed -$3K – 1060
2022
Q1 		$3K Buy
+9
New +$2.57K ﹤0.01% 910

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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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Loomis, Sayles & Company's WSO Position: Q3 2023 in Review

Loomis, Sayles & Company sold out of Watsco Inc (WSO) in Q3 2023, closing a stake of 7 shares — an estimated $3K sold.

Loomis, Sayles & Company first reported a position in WSO in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q2 2023. 681 funds tracked by Wall St. Rank hold WSO as of Q3 2023.

  • Loomis, Sayles & Company reported no remaining Watsco Inc position as of Q3 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 7 Watsco Inc shares in Q3 2023, an estimated $3K.
  • Loomis, Sayles & Company first reported a position in Watsco Inc in Q1 2022 and held it in 4 quarters.
  • Loomis, Sayles & Company's Watsco Inc position peaked at $3K in Q2 2023.
  • 681 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2023.

Based on Loomis, Sayles & Company's 13F filing for Q3 2023, filed 9 Nov 2023.