Baillie Gifford & Co’s A.O. Smith AOS Stock Holding History

Baillie Gifford & Co’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
2023 Q2	–	Sell	-289	Closed	-$20K	–	304
2023 Q1	$20K	Buy	289 +26	+10%	+$1.69K	﹤0.01%	339
2022 Q4	$15.1K	Hold	263	–	–	﹤0.01%	372
2022 Q3	$13K	Hold	263	–	–	﹤0.01%	377
2022 Q2	$14K	Buy	+263	New	+$15.8K	﹤0.01%	373

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

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

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

BBHC

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Baillie Gifford & Co's AOS Position: Q2 2023 in Review

Baillie Gifford & Co sold out of A.O. Smith (AOS) in Q2 2023, closing a stake of 289 shares — an estimated $20K sold.

Baillie Gifford & Co first reported a position in AOS in Q2 2022 and held it in 4 quarters. The position peaked at $20K in Q1 2023. 585 funds tracked by Wall St. Rank hold AOS as of Q2 2023.

Baillie Gifford & Co reported no remaining A.O. Smith position as of Q2 2023 after selling out during the quarter.
Baillie Gifford & Co sold 289 A.O. Smith shares in Q2 2023, an estimated $20K.
Baillie Gifford & Co first reported a position in A.O. Smith in Q2 2022 and held it in 4 quarters.
Baillie Gifford & Co's A.O. Smith position peaked at $20K in Q1 2023.
585 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2023.

Based on Baillie Gifford & Co's 13F filing for Q2 2023, filed 28 Jul 2023.