Number of Shares
21,630.00
Current Holdings Value*
$10.99 Mil
% of Portfolio
0.11%
Total Estimate Gain
$-364,348.12
% of Total Estimate Gain
-3.55%

Sumitomo Mitsui DS Asset Management Company, Ltd's Watsco Inc Holding Summary

As of 2025-03-31, Sumitomo Mitsui DS Asset Management Company, Ltd held 21,630.00 shares of Watsco Inc(WSO), totaling $10.99 Mil. This investment constitutes 0.11% of their stock portfolio, and Sumitomo Mitsui DS Asset Management Company, Ltd now holds 0.05% of the outstanding Watsco Inc(WSO) stock.

The initial trade took place in 2023Q2. And since then Sumitomo Mitsui DS Asset Management Company, Ltd has made 4 purchases of WSO, at an average price of $474.06, for a total of 21,654.00 shares. In addition, there have been 2 sales at an average price of $381.65 for 24.00 shares. Based on historical transaction data and WSO's current price of $457.32, Sumitomo Mitsui DS Asset Management Company, Ltd's estimated gain on his WSO holdings is $-364,348.12, reflecting a -3.55% gain to date.

Sumitomo Mitsui DS Asset Management Company, Ltd WSO ($457.32) Holding Chart

Sumitomo Mitsui DS Asset Management Company, Ltd WSO ($457.32) 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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