Oarsman Capital’s Comfort Systems FIX Stock Holding History

Oarsman Capital’s Portfolio FIX Stock Details FIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-207	Closed	-$87.9K	–	455
2024 Q4	$87.9K	Sell	207 -2	-1%	-$878	0.02%	354
2024 Q3	$81.7K	Buy	+209	New	+$68.8K	0.02%	374

Other funds holding FIX

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oarsman Capital's FIX Position: Q1 2025 in Review

Oarsman Capital sold out of Comfort Systems (FIX) in Q1 2025, closing a stake of 207 shares — an estimated $87.9K sold.

Oarsman Capital first reported a position in FIX in Q3 2024 and held it in 2 quarters. The position peaked at $87.9K in Q4 2024. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

Oarsman Capital reported no remaining Comfort Systems position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 207 Comfort Systems shares in Q1 2025, an estimated $87.9K.
Oarsman Capital first reported a position in Comfort Systems in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Comfort Systems position peaked at $87.9K in Q4 2024.
631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.