SM
WSO icon

Sciencast Management’s Watsco Inc WSO Stock Holding History

Sciencast Management’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
Q2 		– Sell
-1,120
Closed -$484K – 354
2024
Q1 		$484K Buy
+1,120
New +$450K 0.3% 119
2022
Q1 		– Sell
-4,991
Closed -$1.54M – 787
2021
Q4 		$1.54M Buy
4,991
+4,191
+524% +$1.24M 0.27% 122
2021
Q3 		$221K Buy
+800
New +$224K 0.06% 327
2020
Q1 		– Sell
-4,470
Closed -$788K – 593
2019
Q4 		$788K Buy
+4,470
New +$786K 0.21% 168
2017
Q2 		– Sell
-2,200
Closed -$315 – 497
2017
Q1 		$315 Buy
+2,200
New +$329K 0.17% 202
2016
Q1 		– Sell
-1,900
Closed -$222K – 285
2015
Q4 		$222K Buy
+1,900
New +$234K 0.23% 157

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sciencast Management's WSO Position: Q2 2024 in Review

Sciencast Management sold out of Watsco Inc (WSO) in Q2 2024, closing a stake of 1,120 shares — an estimated $484K sold.

Sciencast Management first reported a position in WSO in Q4 2015 and held it in 6 quarters. The position peaked at $1.54M in Q4 2021. 775 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

  • Sciencast Management reported no remaining Watsco Inc position as of Q2 2024 after selling out during the quarter.
  • Sciencast Management sold 1,120 Watsco Inc shares in Q2 2024, an estimated $484K.
  • Sciencast Management first reported a position in Watsco Inc in Q4 2015 and held it in 6 quarters.
  • Sciencast Management's Watsco Inc position peaked at $1.54M in Q4 2021.
  • 775 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

Based on Sciencast Management's 13F filing for Q2 2024, filed 14 Aug 2024.