ARTA
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A.R.T. Advisors’s A.O. Smith AOS Stock Holding History

A.R.T. 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
2020
Q1 		– Sell
-38,325
Closed -$1.83M – 101
2019
Q4 		$1.83M Buy
+38,325
New +$1.86M 0.09% 329
2019
Q1 		– Sell
-16,570
Closed -$708K – 1292
2018
Q4 		$708K Buy
16,570
+5,900
+55% +$271K 0.05% 572
2018
Q3 		$569K Sell
10,670
-9,600
-47% -$564K 0.03% 805
2018
Q2 		$1.2M Buy
+20,270
New +$1.28M 0.05% 553
2017
Q3 		– Sell
-18,600
Closed -$1.05M – 1337
2017
Q2 		$1.05M Buy
+18,600
New +$1M 0.06% 505
2016
Q3 		– Sell
-35,330
Closed -$1.56M – 654
2016
Q2 		$1.56M Sell
35,330
-8,200
-19% -$331K 0.08% 391
2016
Q1 		$1.66M Buy
43,530
+27,200
+167% +$951K 0.07% 397
2015
Q4 		$625K Buy
+16,330
New +$616K 0.03% 764
2015
Q3 		– Sell
-107,188
Closed -$3.86M – 1331
2015
Q2 		$3.86M Buy
107,188
+4,018
+4% +$138K 0.13% 217
2015
Q1 		$3.39M Buy
103,170
+53,962
+110% +$1.64M 0.12% 235
2014
Q4 		$1.39M Buy
49,208
+15,526
+46% +$406K 0.05% 516
2014
Q3 		$796K Buy
33,682
+25,366
+305% +$616K 0.04% 580
2014
Q2 		$206K Sell
8,316
-58,880
-88% -$1.41M 0.01% 1125
2014
Q1 		$1.55M Buy
+67,196
New +$1.64M 0.08% 339

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return