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Underhill Investment Management’s Watsco Inc WSO Stock Holding History

Underhill Investment 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
2019
Q1 		$7.56M Buy
+52,800
New +$7.58M 4% 14

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Underhill Investment Management's WSO Position: Q1 2019 in Review

Underhill Investment Management opened a new position in Watsco Inc (WSO) in Q1 2019: 52,800 shares worth $7.56M. The stake represents 4% of the portfolio and ranks #14 among its holdings.

370 funds tracked by Wall St. Rank hold WSO as of Q1 2019.

  • Underhill Investment Management held 52,800 shares of Watsco Inc worth $7.56M as of Q1 2019.
  • Watsco Inc was a new Underhill Investment Management position in Q1 2019.
  • Watsco Inc made up 4% of Underhill Investment Management's portfolio in Q1 2019, its #14 holding.
  • 370 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2019.

Based on Underhill Investment Management's 13F filing for Q1 2019, filed 5 Apr 2019.