Number of Shares
31,465.00
Current Holdings Value*
$13.90 Mil
% of Portfolio
0.13%
Total Estimate Gain
$47,670.13
% of Total Estimate Gain
0.32%

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

As of 2025-06-30, Sumitomo Mitsui DS Asset Management Company, Ltd held 31,465.00 shares of Watsco Inc(WSO), totaling $13.90 Mil. This investment constitutes 0.13% of their stock portfolio, and Sumitomo Mitsui DS Asset Management Company, Ltd now holds 0.08% 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 5 purchases of WSO, at an average price of $471.11, for a total of 31,489.00 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 $472.69, Sumitomo Mitsui DS Asset Management Company, Ltd's estimated gain on his WSO holdings is $47,670.13, reflecting a 0.32% gain to date.

Sumitomo Mitsui DS Asset Management Company, Ltd WSO ($472.69) Holding Chart

Sumitomo Mitsui DS Asset Management Company, Ltd WSO ($472.69) 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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