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Zacks Investment Management’s Watsco Inc WSO Stock Holding History

Zacks 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
2024
Q2 		– Sell
-9,023
Closed -$3.9M – 723
2024
Q1 		$3.9M Buy
9,023
+913
+11% +$367K 0.04% 226
2023
Q4 		$3.47M Sell
8,110
-547
-6% -$212K 0.04% 223
2023
Q3 		$3.27M Sell
8,657
-524
-6% -$189K 0.04% 215
2023
Q2 		$3.5M Buy
+9,181
New +$3.11M 0.04% 218
2022
Q4 		– Sell
-11,529
Closed -$2.97M – 672
2022
Q3 		$2.97M Sell
11,529
-280
-2% -$75.9K 0.05% 223
2022
Q2 		$2.82M Buy
11,809
+2,205
+23% +$580K 0.04% 225
2022
Q1 		$2.93M Buy
9,604
+580
+6% +$165K 0.04% 245
2021
Q4 		$2.82M Buy
+9,024
New +$2.67M 0.04% 255

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

Zacks Investment Management's WSO Position: Q2 2024 in Review

Zacks Investment Management sold out of Watsco Inc (WSO) in Q2 2024, closing a stake of 9,023 shares — an estimated $3.9M sold.

Zacks Investment Management first reported a position in WSO in Q4 2021 and held it in 8 quarters. The position peaked at $3.9M in Q1 2024. 775 funds tracked by Wall St. Rank hold WSO as of Q2 2024.

  • Zacks Investment Management reported no remaining Watsco Inc position as of Q2 2024 after selling out during the quarter.
  • Zacks Investment Management sold 9,023 Watsco Inc shares in Q2 2024, an estimated $3.9M.
  • Zacks Investment Management first reported a position in Watsco Inc in Q4 2021 and held it in 8 quarters.
  • Zacks Investment Management's Watsco Inc position peaked at $3.9M in Q1 2024.
  • 775 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2024.

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