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Moore Capital Management’s Watsco Inc WSO Stock Holding History

Moore Capital 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
2024
Q3 		– Sell
-10,000
Closed -$4.63M – 569
2024
Q2 		$4.63M Buy
+10,000
New +$4.57M 0.08% 213

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Moore Capital Management's WSO Position: Q3 2024 in Review

Moore Capital Management sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 10,000 shares — an estimated $4.63M sold.

Moore Capital Management first reported a position in WSO in Q2 2024 and held it in 1 quarter. The position peaked at $4.63M in Q2 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

  • Moore Capital Management reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
  • Moore Capital Management sold 10,000 Watsco Inc shares in Q3 2024, an estimated $4.63M.
  • Moore Capital Management first reported a position in Watsco Inc in Q2 2024 and held it in 1 quarter.
  • Moore Capital Management's Watsco Inc position peaked at $4.63M in Q2 2024.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Moore Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.