Baird’s A.O. Smith AOS Stock Holding History

Baird’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
2015 Q1	$26M	Buy	792,468 +760,118	+2,350%	+$23.1M	0.27%	111
2014 Q4	$912K	Buy	32,350 +1,662	+5%	+$43.4K	0.01%	758
2014 Q3	$725K	Buy	30,688 +4,602	+18%	+$112K	0.01%	740
2014 Q2	$647K	Buy	26,086 +7,306	+39%	+$175K	0.01%	779
2014 Q1	$432K	Buy	18,780 +1,798	+11%	+$43.8K	0.01%	906
2013 Q4	$458K	Buy	+16,982	New	+$435K	0.01%	867

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird's AOS Position: Q1 2015 in Review

Baird increased its A.O. Smith (AOS) stake by 2,350% in Q1 2015, buying an estimated $23.1M and bringing the position to 792,468 shares worth $26M. The position accounts for 0.27% of the portfolio, ranked #111.

Baird first reported a position in AOS in Q4 2013 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold AOS as of Q1 2015.

Baird held 792,468 shares of A.O. Smith worth $26M as of Q1 2015.
Baird bought 760,118 A.O. Smith shares in Q1 2015, an estimated $23.1M.
A.O. Smith made up 0.27% of Baird's portfolio in Q1 2015, its #111 holding.
Baird first reported a position in A.O. Smith in Q4 2013 and has held it in 6 quarters since.
287 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.