1834 Investment Advisors’s A.O. Smith AOS Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-362	Closed	-$20K	–	208
2022 Q2	$20K	Hold	362	–	–	﹤0.01%	339
2022 Q1	$23K	Hold	362	–	–	﹤0.01%	305
2021 Q4	$31K	Hold	362	–	–	﹤0.01%	292
2021 Q3	$22K	Hold	362	–	–	﹤0.01%	331
2021 Q2	$26K	Hold	362	–	–	﹤0.01%	328
2021 Q1	$24K	Sell	362 -10,350	-97%	-$629K	﹤0.01%	309
2020 Q4	$587K	Sell	10,712 -117	-1%	-$6.45K	0.08%	115
2020 Q3	$572K	Sell	10,829 -117	-1%	-$5.84K	0.08%	111
2020 Q2	$516K	Sell	10,946 -139,149	-93%	-$6.08M	0.08%	115
2020 Q1	$5.67M	Buy	150,095 +114,001	+316%	+$4.86M	1.08%	28
2019 Q4	$1.72M	Sell	36,094 -16,749	-32%	-$812K	0.26%	74
2019 Q3	$2.52M	Buy	+52,843	New	+$2.44M	0.37%	66

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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

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

1834 Investment Advisors's AOS Position: Q3 2022 in Review

1834 Investment Advisors sold out of A.O. Smith (AOS) in Q3 2022, closing a stake of 362 shares — an estimated $20K sold.

1834 Investment Advisors first reported a position in AOS in Q3 2019 and held it in 12 quarters. The position peaked at $5.67M in Q1 2020. 540 funds tracked by Wall St. Rank hold AOS as of Q3 2022.

1834 Investment Advisors reported no remaining A.O. Smith position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 362 A.O. Smith shares in Q3 2022, an estimated $20K.
1834 Investment Advisors first reported a position in A.O. Smith in Q3 2019 and held it in 12 quarters.
1834 Investment Advisors's A.O. Smith position peaked at $5.67M in Q1 2020.
540 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.