Mid Atlantic Financial Management’s Watsco Inc WSO Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$330K	Buy	1,248 +33	+3%	+$9.25K	0.02%	623
2021 Q2	$348K	Sell	1,215 -17	-1%	-$4.87K	0.02%	605
2021 Q1	$321K	Buy	1,232 +127	+11%	+$31.3K	0.02%	600
2020 Q4	$250K	Buy	1,105 +7	+0.6%	+$1.61K	0.02%	649
2020 Q3	$246K	Sell	1,098 -29	-3%	-$6.53K	0.02%	594
2020 Q2	$200K	Buy	+1,127	New	+$187K	0.02%	634
2020 Q1	–	Sell	-1,161	Closed	-$209K	–	781
2019 Q4	$209K	Buy	+1,161	New	+$204K	0.02%	632

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mid Atlantic Financial Management's WSO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Watsco Inc (WSO) stake by 2.7% in Q3 2021, buying an estimated $9.25K and bringing the position to 1,248 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #623.

Mid Atlantic Financial Management first reported a position in WSO in Q4 2019 and has held it in 7 quarters since. The position peaked at $348K in Q2 2021. 477 funds tracked by Wall St. Rank hold WSO as of Q3 2021.

Mid Atlantic Financial Management held 1,248 shares of Watsco Inc worth $330K as of Q3 2021.
Mid Atlantic Financial Management bought 33 Watsco Inc shares in Q3 2021, an estimated $9.25K.
Watsco Inc made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #623 holding.
Mid Atlantic Financial Management first reported a position in Watsco Inc in Q4 2019 and has held it in 7 quarters since.
Mid Atlantic Financial Management's Watsco Inc position peaked at $348K in Q2 2021.
477 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.