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SEC
Seven Eight Capital’s
Watsco Inc
WSO
Stock Holding History
Seven Eight Capital’s Portfolio
WSO Stock Details
WSO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-2,298
Closed
-$1.13M
–
653
2024
Q3
$1.13M
Buy
+2,298
New
+$1.1M
0.1%
357
2024
Q1
–
Sell
-635
Closed
-$272K
–
851
2023
Q4
$272K
Buy
+635
New
+$246K
0.03%
532
2021
Q2
–
Sell
-1,200
Closed
-$272K
–
726
2021
Q1
$272K
Hold
1,200
–
–
0.06%
337
2020
Q4
$272K
Sell
1,200
-2,100
-64%
-$483K
0.06%
342
2020
Q3
$769K
Buy
+3,300
New
+$743K
0.17%
236
2019
Q2
–
Sell
-5,900
Closed
-$845K
–
757
2019
Q1
$845K
Buy
5,900
+1,400
+31%
+$201K
0.04%
379
2018
Q4
$626K
Buy
+4,500
New
+$686K
0.04%
406
2016
Q2
–
Sell
-1,500
Closed
-$202K
–
688
2016
Q1
$202K
Buy
1,500
+1,100
+275%
+$133K
0.09%
303
2015
Q4
$47K
Buy
+400
New
+$49.3K
0.03%
440
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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
William Blair & Company
Chicago, Illinois
$34.9B AUM
18.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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