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Mach-1 Financial Group’s Watsco Inc WSO Stock Holding History

Mach-1 Financial Group’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
Q4 		– Sell
-545
Closed -$206K – 282
2023
Q3 		$206K Sell
545
-925
-63% -$334K 0.09% 189
2023
Q2 		$561K Buy
+1,470
New +$498K 0.16% 109

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Mach-1 Financial Group's WSO Position: Q4 2023 in Review

Mach-1 Financial Group sold out of Watsco Inc (WSO) in Q4 2023, closing a stake of 545 shares — an estimated $206K sold.

Mach-1 Financial Group first reported a position in WSO in Q2 2023 and held it in 2 quarters. The position peaked at $561K in Q2 2023. 726 funds tracked by Wall St. Rank hold WSO as of Q4 2023.

  • Mach-1 Financial Group reported no remaining Watsco Inc position as of Q4 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 545 Watsco Inc shares in Q4 2023, an estimated $206K.
  • Mach-1 Financial Group first reported a position in Watsco Inc in Q2 2023 and held it in 2 quarters.
  • Mach-1 Financial Group's Watsco Inc position peaked at $561K in Q2 2023.
  • 726 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2023.

Based on Mach-1 Financial Group's 13F filing for Q4 2023, filed 5 Feb 2024.