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Polar Asset Management Partners’s Watsco Inc WSO Stock Holding History

Polar Asset Management Partners’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
-6,000
Closed -$2.95M – 806
2024
Q3 		$2.95M Buy
+6,000
New +$2.88M 0.06% 287
2021
Q1 		– Sell
-3,062
Closed -$694K – 1178
2020
Q4 		$694K Buy
+3,062
New +$704K 0.01% 439

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Polar Asset Management Partners's WSO Position: Q4 2024 in Review

Polar Asset Management Partners sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 6,000 shares — an estimated $2.95M sold.

Polar Asset Management Partners first reported a position in WSO in Q4 2020 and held it in 2 quarters. The position peaked at $2.95M in Q3 2024. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

  • Polar Asset Management Partners reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
  • Polar Asset Management Partners sold 6,000 Watsco Inc shares in Q4 2024, an estimated $2.95M.
  • Polar Asset Management Partners first reported a position in Watsco Inc in Q4 2020 and held it in 2 quarters.
  • Polar Asset Management Partners's Watsco Inc position peaked at $2.95M in Q3 2024.
  • 820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Polar Asset Management Partners's 13F filing for Q4 2024, filed 14 Feb 2025.