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Watsco, Incorporated shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 2.7k 431.57
2023-09-30 $669k 1.8k 377.69

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Top funds holding Watsco, Incorporated

Vanguard Group
Baillie Gifford & Co
Charles Schwab Investment Management
William Blair $ Company
Neuberger Berman Group
Wellington Management Company
Markel Corporation
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
Jpmorgan Chase & Co
Barclays
Bank of New York Mellon
Davenport & Co
Raymond James & Associates
Baird Financial

View all funds holding Watsco, Incorporated