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Migdal Insurance & Financial Holdings’s Watsco Inc WSO Stock Holding History

Migdal Insurance & Financial Holdings’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
2018
Q2 		– Sell
-972
Closed -$175K – 769
2018
Q1 		$175K Buy
+972
New +$168K ﹤0.01% 370

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Migdal Insurance & Financial Holdings's WSO Position: Q2 2018 in Review

Migdal Insurance & Financial Holdings sold out of Watsco Inc (WSO) in Q2 2018, closing a stake of 972 shares — an estimated $175K sold.

Migdal Insurance & Financial Holdings first reported a position in WSO in Q1 2018 and held it in 1 quarter. The position peaked at $175K in Q1 2018. 353 funds tracked by Wall St. Rank hold WSO as of Q2 2018.

  • Migdal Insurance & Financial Holdings reported no remaining Watsco Inc position as of Q2 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 972 Watsco Inc shares in Q2 2018, an estimated $175K.
  • Migdal Insurance & Financial Holdings first reported a position in Watsco Inc in Q1 2018 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's Watsco Inc position peaked at $175K in Q1 2018.
  • 353 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2018, filed 1 Aug 2018.