1060 Capital’s A.O. Smith AOS Stock Holding History

1060 Capital’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-50,000	Closed	-$4.09M	–	11
2024 Q2	$4.09M	Buy	+50,000	New	+$4.23M	8.91%	5
2019 Q2	–	Sell	-208,700	Closed	-$11.1M	–	10
2019 Q1	$11.1M	Buy	+208,700	New	+$10.4M	7.1%	7

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

1060 Capital's AOS Position: Q3 2024 in Review

1060 Capital sold out of A.O. Smith (AOS) in Q3 2024, closing a stake of 50,000 shares — an estimated $4.09M sold.

1060 Capital first reported a position in AOS in Q1 2019 and held it in 2 quarters. The position peaked at $11.1M in Q1 2019. 653 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

1060 Capital reported no remaining A.O. Smith position as of Q3 2024 after selling out during the quarter.
1060 Capital sold 50,000 A.O. Smith shares in Q3 2024, an estimated $4.09M.
1060 Capital first reported a position in A.O. Smith in Q1 2019 and held it in 2 quarters.
1060 Capital's A.O. Smith position peaked at $11.1M in Q1 2019.
653 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on 1060 Capital's 13F filing for Q3 2024, filed 14 Nov 2024.