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Michael Gelband’s Watsco Inc WSO Stock Holding History

Michael Gelband’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
-12,425
Closed -$4.74M – 2202
2023
Q2 		$4.74M Sell
12,425
-10,556
-46% -$3.58M 0.04% 464
2023
Q1 		$7.31M Buy
22,981
+22,153
+2,675% +$6.51M 0.06% 387
2022
Q4 		$207K Buy
+828
New +$218K ﹤0.01% 1452
2022
Q3 		– Sell
-14,884
Closed -$3.56M – 2347
2022
Q2 		$3.56M Sell
14,884
-15,026
-50% -$3.95M 0.04% 531
2022
Q1 		$9.11M Buy
29,910
+6,618
+28% +$1.89M 0.12% 220
2021
Q4 		$7.29M Buy
23,292
+14,458
+164% +$4.28M 0.08% 302
2021
Q3 		$2.34M Buy
8,834
+6,723
+318% +$1.89M 0.03% 668
2021
Q2 		$605K Buy
2,111
+673
+47% +$193K 0.01% 1261
2021
Q1 		$375K Sell
1,438
-1,798
-56% -$443K 0.01% 1533
2020
Q4 		$733K Sell
3,236
-1,682
-34% -$387K 0.01% 1026
2020
Q3 		$1.15M Buy
+4,918
New +$1.11M 0.02% 624
2020
Q1 		– Sell
-4,750
Closed -$856K – 1694
2019
Q4 		$856K Buy
4,750
+2,197
+86% +$386K 0.02% 619
2019
Q3 		$432K Buy
+2,553
New +$414K 0.02% 727

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

Michael Gelband's WSO Position: Q3 2023 in Review

Michael Gelband sold out of Watsco Inc (WSO) in Q3 2023, closing a stake of 12,425 shares — an estimated $4.74M sold.

Michael Gelband first reported a position in WSO in Q3 2019 and held it in 13 quarters. The position peaked at $9.11M in Q1 2022. 682 funds tracked by Wall St. Rank hold WSO as of Q3 2023.

  • Michael Gelband reported no remaining Watsco Inc position as of Q3 2023 after selling out during the quarter.
  • Michael Gelband sold 12,425 Watsco Inc shares in Q3 2023, an estimated $4.74M.
  • Michael Gelband first reported a position in Watsco Inc in Q3 2019 and held it in 13 quarters.
  • Michael Gelband's Watsco Inc position peaked at $9.11M in Q1 2022.
  • 682 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2023.

Based on ExodusPoint Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.