Artisan Partners’s A.O. Smith AOS Stock Holding History

Artisan Partners’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
2018 Q3	–	Sell	-1,637,742	Closed	-$96.9M	–	275
2018 Q2	$96.9M	Sell	1,637,742 -97,525	-6%	-$6.15M	0.19%	126
2018 Q1	$110M	Sell	1,735,267 -169,151	-9%	-$10.9M	0.22%	120
2017 Q4	$117M	Buy	1,904,418 +262,501	+16%	+$15.9M	0.22%	122
2017 Q3	$97.6M	Buy	1,641,917 +147,835	+10%	+$8.29M	0.18%	137
2017 Q2	$84.2M	Buy	1,494,082 +110,047	+8%	+$5.94M	0.16%	144
2017 Q1	$70.8M	Sell	1,384,035 -40,663	-3%	-$2.02M	0.14%	154
2016 Q4	$67.5M	Sell	1,424,698 -91,640	-6%	-$4.42M	0.14%	155
2016 Q3	$74.9M	Buy	+1,516,338	New	+$70.8M	0.15%	145

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 $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

PAMU

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Artisan Partners's AOS Position: Q3 2018 in Review

Artisan Partners sold out of A.O. Smith (AOS) in Q3 2018, closing a stake of 1,637,742 shares — an estimated $96.9M sold.

Artisan Partners first reported a position in AOS in Q3 2016 and held it in 8 quarters. The position peaked at $117M in Q4 2017. 508 funds tracked by Wall St. Rank hold AOS as of Q3 2018.

Artisan Partners reported no remaining A.O. Smith position as of Q3 2018 after selling out during the quarter.
Artisan Partners sold 1,637,742 A.O. Smith shares in Q3 2018, an estimated $96.9M.
Artisan Partners first reported a position in A.O. Smith in Q3 2016 and held it in 8 quarters.
Artisan Partners's A.O. Smith position peaked at $117M in Q4 2017.
508 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2018.

Based on Artisan Partners's 13F filing for Q3 2018, filed 13 Nov 2018.