Anchor Capital Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $359K | Sell |
5,444
-4,100
| -43% | -$295K | 0.01% | 213 |
|
|
2025
Q4 | $638K | Sell |
9,544
-3,366
| -26% | -$227K | 0.02% | 199 |
|
|
2025
Q3 | $948K | Sell |
12,910
-1,614
| -11% | -$115K | 0.03% | 179 |
|
|
2025
Q2 | $952K | Sell |
14,524
-483,005
| -97% | -$31.6M | 0.03% | 182 |
|
|
2025
Q1 | $32.5M | Sell |
497,529
-42,149
| -8% | -$2.85M | 0.97% | 46 |
|
|
2024
Q4 | $36.8M | Sell |
539,678
-126,270
| -19% | -$9.56M | 1.05% | 37 |
|
|
2024
Q3 | $59.8M | Sell |
665,948
-12,415
| -2% | -$1.03M | 1.59% | 13 |
|
|
2024
Q2 | $55.5M | Sell |
678,363
-103,793
| -13% | -$8.78M | 1.56% | 12 |
|
|
2024
Q1 | $70M | Sell |
782,156
-85,687
| -10% | -$7.07M | 1.83% | 7 |
|
|
2023
Q4 | $71.5M | Sell |
867,843
-69,797
| -7% | -$5.15M | 1.89% | 7 |
|
|
2023
Q3 | $62M | Sell |
937,640
-55,562
| -6% | -$3.94M | 1.73% | 15 |
|
|
2023
Q2 | $72.3M | Sell |
993,202
-54,233
| -5% | -$3.71M | 1.87% | 6 |
|
|
2023
Q1 | $72.4M | Sell |
1,047,435
-25,748
| -2% | -$1.67M | 1.92% | 8 |
|
|
2022
Q4 | $61.4M | Sell |
1,073,183
-10,326
| -1% | -$577K | 1.58% | 21 |
|
|
2022
Q3 | $52.6M | Sell |
1,083,509
-16,580
| -2% | -$952K | 1.45% | 25 |
|
|
2022
Q2 | $60.2M | Sell |
1,100,089
-95,277
| -8% | -$5.72M | 1.52% | 19 |
|
|
2022
Q1 | $76.4M | Sell |
1,195,366
-44,579
| -4% | -$3.24M | 1.62% | 14 |
|
|
2021
Q4 | $106M | Sell |
1,239,945
-34,429
| -3% | -$2.62M | 2.11% | 3 |
|
|
2021
Q3 | $77.8M | Sell |
1,274,374
-22,719
| -2% | -$1.59M | 1.62% | 10 |
|
|
2021
Q2 | $93.5M | Sell |
1,297,093
-12,991
| -1% | -$896K | 1.88% | 5 |
|
|
2021
Q1 | $88.6M | Buy |
1,310,084
+61,083
| +5% | +$3.71M | 1.87% | 4 |
|
|
2020
Q4 | $68.5M | Buy |
1,249,001
+35,580
| +3% | +$1.96M | 1.56% | 13 |
|
|
2020
Q3 | $64.1M | Sell |
1,213,421
-37,731
| -3% | -$1.88M | 1.62% | 12 |
|
|
2020
Q2 | $59M | Sell |
1,251,152
-60,175
| -5% | -$2.63M | 1.52% | 13 |
|
|
2020
Q1 | $49.6M | Sell |
1,311,327
-98,399
| -7% | -$4.19M | 1.47% | 17 |
|
|
2019
Q4 | $67.2M | Buy |
1,409,726
+410,940
| +41% | +$19.9M | 1.46% | 22 |
|
|
2019
Q3 | $47.7M | Sell |
998,786
-50,389
| -5% | -$2.33M | 1.72% | 6 |
|
|
2019
Q2 | $49.5M | Buy |
1,049,175
+312,827
| +42% | +$15.3M | 1.79% | 7 |
|
|
2019
Q1 | $39.3K | Buy |
+736,348
| New | +$36.6M | 0.83% | 18 |
|
Other funds holding AOS
VCM
VPM
