Winslow Evans & Crocker’s Watsco Inc WSO Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$206K	Hold	910	–	–	0.04%	328
2020 Q3	$212K	Sell	910 -80	-8%	-$18K	0.05%	262
2020 Q2	$176K	Buy	990 +190	+24%	+$31.4K	0.05%	281
2020 Q1	$128K	Hold	800	–	–	0.04%	294
2019 Q4	$146K	Hold	800	–	–	0.04%	337
2019 Q3	$136K	Hold	800	–	–	0.04%	343
2019 Q2	$132K	Hold	800	–	–	0.04%	346
2019 Q1	$116K	Hold	800	–	–	0.03%	358
2018 Q4	$112K	Hold	800	–	–	0.04%	339
2018 Q3	$144K	Hold	800	–	–	0.04%	313
2018 Q2	$144K	Hold	800	–	–	0.05%	308
2018 Q1	$145K	Hold	800	–	–	0.05%	299
2017 Q4	$136K	Hold	800	–	–	0.04%	315
2017 Q3	$129K	Hold	800	–	–	0.04%	313
2017 Q2	$123K	Buy	800 +600	+300%	+$85.7K	0.03%	395
2017 Q1	$28.6K	Buy	+200	New	+$29.9K	0.01%	658
2014 Q1	–	Sell	-145	Closed	-$14K	–	1399
2013 Q4	$14K	Buy	+145	New	+$13.8K	﹤0.01%	811

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Winslow Evans & Crocker's WSO Position: Q4 2020 in Review

Winslow Evans & Crocker held its Watsco Inc (WSO) position steady in Q4 2020 at 910 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #328.

Winslow Evans & Crocker first reported a position in WSO in Q4 2013 and has held it in 17 quarters since. The position peaked at $212K in Q3 2020. 443 funds tracked by Wall St. Rank hold WSO as of Q4 2020.

Winslow Evans & Crocker held 910 shares of Watsco Inc worth $206K as of Q4 2020.
Winslow Evans & Crocker left its Watsco Inc share count unchanged in Q4 2020.
Watsco Inc made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #328 holding.
Winslow Evans & Crocker first reported a position in Watsco Inc in Q4 2013 and has held it in 17 quarters since.
Winslow Evans & Crocker's Watsco Inc position peaked at $212K in Q3 2020.
443 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.