PHK
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Point72 Hong Kong’s Watsco Inc WSO Stock Holding History

Point72 Hong Kong’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
2022
Q3 		– Sell
-2,452
Closed -$586K – 2473
2022
Q2 		$586K Buy
2,452
+1,690
+222% +$445K 0.02% 671
2022
Q1 		$232K Buy
+762
New +$217K 0.01% 924
2021
Q4 		– Sell
-375
Closed -$99K – 2455
2021
Q3 		$99K Sell
375
-108
-22% -$30.3K ﹤0.01% 1347
2021
Q2 		$138K Sell
483
-4,346
-90% -$1.24M ﹤0.01% 1249
2021
Q1 		$1.26M Buy
4,829
+3,435
+246% +$847K 0.04% 563
2020
Q4 		$316K Sell
1,394
-3,032
-69% -$697K 0.01% 829
2020
Q3 		$1.03M Buy
+4,426
New +$997K 0.11% 194
2018
Q4 		– Sell
-1,088
Closed -$194K – 1240
2018
Q3 		$194K Buy
+1,088
New +$192K 0.07% 212
2017
Q4 		– Sell
-136
Closed -$22K – 1124
2017
Q3 		$22K Buy
+136
New +$20.5K 0.02% 371
2017
Q1 		– Sell
-182
Closed -$27K – 1029
2016
Q4 		$27K Sell
182
-18
-9% -$2.61K 0.03% 502
2016
Q3 		$28K Sell
200
-200
-50% -$28.7K 0.02% 544
2016
Q2 		$56K Sell
400
-200
-33% -$26.8K 0.06% 244
2016
Q1 		$81K Buy
600
+200
+50% +$24.3K 0.16% 114
2015
Q4 		$47K Buy
+400
New +$49.3K 0.16% 135

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return