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Zullo Investment Group’s Watsco Inc WSO Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-213
Closed -$53.1K – 722
2022
Q4 		$53.1K Buy
213
+28
+15% +$7.36K 0.03% 265
2022
Q3 		$48K Buy
185
+16
+9% +$4.34K 0.03% 278
2022
Q2 		$40K Buy
169
+29
+21% +$7.63K 0.03% 305
2022
Q1 		$43K Buy
140
+109
+352% +$31.1K 0.02% 321
2021
Q4 		$10K Buy
+31
New +$9.18K 0.01% 539

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Zullo Investment Group's WSO Position: Q1 2023 in Review

Zullo Investment Group sold out of Watsco Inc (WSO) in Q1 2023, closing a stake of 213 shares — an estimated $53.1K sold.

Zullo Investment Group first reported a position in WSO in Q4 2021 and held it in 5 quarters. The position peaked at $53.1K in Q4 2022. 613 funds tracked by Wall St. Rank hold WSO as of Q1 2023.

  • Zullo Investment Group reported no remaining Watsco Inc position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 213 Watsco Inc shares in Q1 2023, an estimated $53.1K.
  • Zullo Investment Group first reported a position in Watsco Inc in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Watsco Inc position peaked at $53.1K in Q4 2022.
  • 613 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.