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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Baillie Gifford & Co

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

Fidelity Investments

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

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

William Blair & Company

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return