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

BBR 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
2021 Q4	–	Sell	-4,633	Closed	-$283K	–	206
2021 Q3	$283K	Buy	+4,633	New	+$324K	0.02%	182

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BBR Partners's AOS Position: Q4 2021 in Review

BBR Partners sold out of A.O. Smith (AOS) in Q4 2021, closing a stake of 4,633 shares — an estimated $283K sold.

BBR Partners first reported a position in AOS in Q3 2021 and held it in 1 quarter. The position peaked at $283K in Q3 2021. 580 funds tracked by Wall St. Rank hold AOS as of Q4 2021.

BBR Partners reported no remaining A.O. Smith position as of Q4 2021 after selling out during the quarter.
BBR Partners sold 4,633 A.O. Smith shares in Q4 2021, an estimated $283K.
BBR Partners first reported a position in A.O. Smith in Q3 2021 and held it in 1 quarter.
BBR Partners's A.O. Smith position peaked at $283K in Q3 2021.
580 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2021.

Based on BBR Partners's 13F filing for Q4 2021, filed 8 Feb 2022.