Olympiad Research’s Watsco Inc WSO Stock Holding History

Olympiad Research’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 Q4	–	Sell	-513	Closed	-$252K	–	429
2024 Q3	$252K	Buy	+513	New	+$247K	0.16%	224
2024 Q1	–	Sell	-1,045	Closed	-$448K	–	480
2023 Q4	$448K	Buy	+1,045	New	+$405K	0.35%	74
2022 Q3	$271K	Buy	+1,052	New	+$285K	0.15%	157
2020 Q4	–	Sell	-985	Closed	-$229K	–	358
2020 Q3	$229K	Buy	+985	New	+$222K	0.12%	243

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

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

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

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

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

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

Olympiad Research's WSO Position: Q4 2024 in Review

Olympiad Research sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 513 shares — an estimated $252K sold.

Olympiad Research first reported a position in WSO in Q3 2020 and held it in 4 quarters. The position peaked at $448K in Q4 2023. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

Olympiad Research reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
Olympiad Research sold 513 Watsco Inc shares in Q4 2024, an estimated $252K.
Olympiad Research first reported a position in Watsco Inc in Q3 2020 and held it in 4 quarters.
Olympiad Research's Watsco Inc position peaked at $448K in Q4 2023.
820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Olympiad Research's 13F filing for Q4 2024, filed 3 Feb 2025.