O'Dell Group’s Watsco Inc WSO Stock Holding History

O'Dell Group’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 Q1	–	Sell	-104	Closed	-$44.6K	–	488
2023 Q4	$44.6K	Buy	+104	New	+$40.3K	0.01%	214
2023 Q3	–	Sell	-104	Closed	-$39.7K	–	496
2023 Q2	$39.7K	Buy	+104	New	+$35.3K	0.01%	214
2022 Q4	–	Sell	-104	Closed	-$27K	–	412
2022 Q3	$27K	Hold	104	–	–	0.01%	198
2022 Q2	$25K	Hold	104	–	–	0.01%	212
2022 Q1	$32K	Buy	+104	New	+$29.7K	0.01%	221

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

O'Dell Group's WSO Position: Q1 2024 in Review

O'Dell Group sold out of Watsco Inc (WSO) in Q1 2024, closing a stake of 104 shares — an estimated $44.6K sold.

O'Dell Group first reported a position in WSO in Q1 2022 and held it in 5 quarters. The position peaked at $44.6K in Q4 2023. 748 funds tracked by Wall St. Rank hold WSO as of Q1 2024.

O'Dell Group reported no remaining Watsco Inc position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 104 Watsco Inc shares in Q1 2024, an estimated $44.6K.
O'Dell Group first reported a position in Watsco Inc in Q1 2022 and held it in 5 quarters.
O'Dell Group's Watsco Inc position peaked at $44.6K in Q4 2023.
748 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.