Bessemer Securities’s A.O. Smith AOS Stock Holding History

Bessemer Securities’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 Q4	–	Sell	-4,103	Closed	-$271K	–	11
2023 Q3	$271K	Sell	4,103 -9,790	-70%	-$695K	0.38%	96
2023 Q2	$1.01M	Sell	13,893 -7,600	-35%	-$520K	0.67%	49
2023 Q1	$1.49M	Hold	21,493	–	–	0.69%	55
2022 Q4	$1.23M	Hold	21,493	–	–	0.55%	69
2022 Q3	$1.04M	Hold	21,493	–	–	0.38%	73
2022 Q2	$1.18M	Buy	21,493 +4,518	+27%	+$271K	0.41%	72
2022 Q1	$1.08M	Hold	16,975	–	–	0.32%	84
2021 Q4	$1.46M	Buy	16,975 +2,560	+18%	+$195K	0.39%	73
2021 Q3	$880K	Hold	14,415	–	–	0.3%	82
2021 Q2	$1.04M	Sell	14,415 -1,800	-11%	-$124K	0.41%	68
2021 Q1	$1.1M	Buy	+16,215	New	+$986K	0.46%	63

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bessemer Securities's AOS Position: Q4 2023 in Review

Bessemer Securities sold out of A.O. Smith (AOS) in Q4 2023, closing a stake of 4,103 shares — an estimated $271K sold.

Bessemer Securities first reported a position in AOS in Q1 2021 and held it in 11 quarters. The position peaked at $1.49M in Q1 2023. 631 funds tracked by Wall St. Rank hold AOS as of Q4 2023.

Bessemer Securities reported no remaining A.O. Smith position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 4,103 A.O. Smith shares in Q4 2023, an estimated $271K.
Bessemer Securities first reported a position in A.O. Smith in Q1 2021 and held it in 11 quarters.
Bessemer Securities's A.O. Smith position peaked at $1.49M in Q1 2023.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.