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Slow Capital’s Watsco Inc WSO Stock Holding History

Slow Capital’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
2021
Q3 		– Sell
-979
Closed -$281K – 185
2021
Q2 		$281K Sell
979
-1
-0.1% -$286 0.05% 157
2021
Q1 		$256K Buy
980
+8
+0.8% +$1.97K 0.06% 164
2020
Q4 		$220K Buy
972
+138
+17% +$31.7K 0.05% 170
2020
Q3 		$194K Buy
+834
New +$188K 0.05% 167

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Slow Capital's WSO Position: Q3 2021 in Review

Slow Capital sold out of Watsco Inc (WSO) in Q3 2021, closing a stake of 979 shares — an estimated $281K sold.

Slow Capital first reported a position in WSO in Q3 2020 and held it in 4 quarters. The position peaked at $281K in Q2 2021. 477 funds tracked by Wall St. Rank hold WSO as of Q3 2021.

  • Slow Capital reported no remaining Watsco Inc position as of Q3 2021 after selling out during the quarter.
  • Slow Capital sold 979 Watsco Inc shares in Q3 2021, an estimated $281K.
  • Slow Capital first reported a position in Watsco Inc in Q3 2020 and held it in 4 quarters.
  • Slow Capital's Watsco Inc position peaked at $281K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2021.

Based on Slow Capital's 13F filing for Q3 2021, filed 21 Oct 2021.