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Axiom Investors’s A.O. Smith AOS Stock Holding History

Axiom Investors’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
2014
Q3 		– Sell
-1,756,600
Closed -$43.5M – 153
2014
Q2 		$43.5M Sell
1,756,600
-597,800
-25% -$14.4M 1.03% 42
2014
Q1 		$54.2M Sell
2,354,400
-46,900
-2% -$1.14M 1.29% 29
2013
Q4 		$64.8M Sell
2,401,300
-287,000
-11% -$7.35M 1.73% 18
2013
Q3 		$60.8M Sell
2,688,300
-111,600
-4% -$2.33M 1.94% 14
2013
Q2 		$50.8M Buy
+2,799,900
New +$52.3M 1.84% 14

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Axiom Investors's AOS Position: Q3 2014 in Review

Axiom Investors sold out of A.O. Smith (AOS) in Q3 2014, closing a stake of 1,756,600 shares — an estimated $43.5M sold.

Axiom Investors first reported a position in AOS in Q2 2013 and held it in 5 quarters. The position peaked at $64.8M in Q4 2013. 242 funds tracked by Wall St. Rank hold AOS as of Q3 2014.

  • Axiom Investors reported no remaining A.O. Smith position as of Q3 2014 after selling out during the quarter.
  • Axiom Investors sold 1,756,600 A.O. Smith shares in Q3 2014, an estimated $43.5M.
  • Axiom Investors first reported a position in A.O. Smith in Q2 2013 and held it in 5 quarters.
  • Axiom Investors's A.O. Smith position peaked at $64.8M in Q4 2013.
  • 242 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2014.

Based on Axiom Investors's 13F filing for Q3 2014, filed 13 Nov 2014.