Sandy Spring Bank’s Watsco Inc WSO Stock Holding History

Sandy Spring Bank’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
2023 Q4	–	Sell	-3	Closed	-$1.13K	–	1234
2023 Q3	$1.13K	Buy	+3	New	+$1.08K	﹤0.01%	1069
2022 Q2	–	Sell	-23	Closed	-$7K	–	1183
2022 Q1	$7K	Hold	23	–	–	﹤0.01%	929
2021 Q4	$7K	Hold	23	–	–	﹤0.01%	976
2021 Q3	$6K	Hold	23	–	–	﹤0.01%	955
2021 Q2	$7K	Buy	+23	New	+$6.58K	﹤0.01%	949
2015 Q4	–	Sell	-9	Closed	-$1K	–	988
2015 Q3	$1K	Buy	+9	New	+$1.12K	﹤0.01%	932

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

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

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

Sandy Spring Bank's WSO Position: Q4 2023 in Review

Sandy Spring Bank sold out of Watsco Inc (WSO) in Q4 2023, closing a stake of 3 shares — an estimated $1.13K sold.

Sandy Spring Bank first reported a position in WSO in Q3 2015 and held it in 6 quarters. The position peaked at $7K in Q1 2022. 726 funds tracked by Wall St. Rank hold WSO as of Q4 2023.

Sandy Spring Bank reported no remaining Watsco Inc position as of Q4 2023 after selling out during the quarter.
Sandy Spring Bank sold 3 Watsco Inc shares in Q4 2023, an estimated $1.13K.
Sandy Spring Bank first reported a position in Watsco Inc in Q3 2015 and held it in 6 quarters.
Sandy Spring Bank's Watsco Inc position peaked at $7K in Q1 2022.
726 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.