Rikoon Group’s Watsco Inc WSO Stock Holding History

Rikoon 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
2020 Q1	–	Sell	-1,218	Closed	-$219K	–	209
2019 Q4	$219K	Hold	1,218	–	–	0.08%	193
2019 Q3	$206K	Buy	+1,218	New	+$198K	0.08%	198

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rikoon Group's WSO Position: Q1 2020 in Review

Rikoon Group sold out of Watsco Inc (WSO) in Q1 2020, closing a stake of 1,218 shares — an estimated $219K sold.

Rikoon Group first reported a position in WSO in Q3 2019 and held it in 2 quarters. The position peaked at $219K in Q4 2019. 373 funds tracked by Wall St. Rank hold WSO as of Q1 2020.

Rikoon Group reported no remaining Watsco Inc position as of Q1 2020 after selling out during the quarter.
Rikoon Group sold 1,218 Watsco Inc shares in Q1 2020, an estimated $219K.
Rikoon Group first reported a position in Watsco Inc in Q3 2019 and held it in 2 quarters.
Rikoon Group's Watsco Inc position peaked at $219K in Q4 2019.
373 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2020.

Based on Rikoon Group's 13F filing for Q1 2020, filed 30 Apr 2020.