Arden Trust’s A.O. Smith AOS Stock Holding History

Arden Trust’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 Q2	–	Sell	-3,474	Closed	-$131K	–	340
2020 Q1	$131K	Buy	+3,474	New	+$148K	0.03%	343
2016 Q1	–	Sell	-6,016	Closed	-$230K	–	632
2015 Q4	$230K	Buy	+6,016	New	+$227K	0.02%	545

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Arden Trust's AOS Position: Q2 2020 in Review

Arden Trust sold out of A.O. Smith (AOS) in Q2 2020, closing a stake of 3,474 shares — an estimated $131K sold.

Arden Trust first reported a position in AOS in Q4 2015 and held it in 2 quarters. The position peaked at $230K in Q4 2015. 476 funds tracked by Wall St. Rank hold AOS as of Q2 2020.

Arden Trust reported no remaining A.O. Smith position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 3,474 A.O. Smith shares in Q2 2020, an estimated $131K.
Arden Trust first reported a position in A.O. Smith in Q4 2015 and held it in 2 quarters.
Arden Trust's A.O. Smith position peaked at $230K in Q4 2015.
476 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.