SouthernSun U.S. Equity Fund WSO Holdings History
SouthernSun U.S. Equity Fund's Watsco Inc Holding Summary
As of 2025-03-31, Advisors' Inner Circle Fund III held 4,071.00 shares of Watsco Inc(WSO), totaling $2.07 Mil. This investment constitutes 4.74% of their stock portfolio, and Advisors' Inner Circle Fund III now holds 0.01% of the outstanding Watsco Inc(WSO) stock.
The initial trade took place in 2021Q1. And since then SouthernSun U.S. Equity Fund has made 1 purchases of WSO, at an average price of $247.37, for a total of 8,132.00 shares. In addition, there have been 5 sales at an average price of $416.30 for 4,061.00 shares. Based on historical transaction data and WSO's current price of $424.08, SouthernSun U.S. Equity Fund's estimated gain on his WSO holdings is $1.41 Mil, reflecting a 69.87% gain to date.
SouthernSun U.S. Equity Fund WSO ($424.08) Holding Chart
SouthernSun U.S. Equity Fund WSO ($424.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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