Berman Capital Advisors’s A.O. Smith AOS Stock Holding History

Berman Capital Advisors’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 Q3	$21K	Buy	350 +69	+25%	+$4.82K	﹤0.01%	954
2021 Q2	$20K	Buy	281 +1	+0.4%	+$69	﹤0.01%	902
2021 Q1	$18K	Hold	280	–	–	﹤0.01%	817
2020 Q4	$15K	Buy	280 +164	+141%	+$9.04K	﹤0.01%	752
2020 Q3	$6K	Buy	116 +57	+97%	+$2.85K	﹤0.01%	952
2020 Q2	$2K	Sell	59 -55	-48%	-$2.4K	﹤0.01%	1224
2020 Q1	$3K	Sell	114 -85	-43%	-$3.62K	﹤0.01%	1003
2019 Q4	$9K	Hold	199	–	–	﹤0.01%	764
2019 Q3	$9K	Buy	199 +1	+0.5%	+$46	﹤0.01%	735
2019 Q2	$9K	Hold	198	–	–	﹤0.01%	756
2019 Q1	$10K	Hold	198	–	–	﹤0.01%	648
2018 Q4	$8K	Buy	+198	New	+$9.11K	﹤0.01%	547

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Berman Capital Advisors's AOS Position: Q3 2021 in Review

Berman Capital Advisors increased its A.O. Smith (AOS) stake by 25% in Q3 2021, buying an estimated $4.82K and bringing the position to 350 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Berman Capital Advisors first reported a position in AOS in Q4 2018 and has held it in 12 quarters since. 532 funds tracked by Wall St. Rank hold AOS as of Q3 2021.

Berman Capital Advisors held 350 shares of A.O. Smith worth $21K as of Q3 2021.
Berman Capital Advisors bought 69 A.O. Smith shares in Q3 2021, an estimated $4.82K.
A.O. Smith made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #954 holding.
Berman Capital Advisors first reported a position in A.O. Smith in Q4 2018 and has held it in 12 quarters since.
532 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.