Birch Capital Management’s A.O. Smith AOS Stock Holding History

Birch Capital Management’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	-108	Closed	-$7.17K	–	93
2023 Q3	$7.17K	Hold	108	–	–	﹤0.01%	84
2023 Q2	$7.89K	Hold	108	–	–	﹤0.01%	86
2023 Q1	$7.49K	Hold	108	–	–	﹤0.01%	88
2022 Q4	$6.2K	Hold	108	–	–	﹤0.01%	96
2022 Q3	$5.26K	Buy	+108	New	+$6.2K	﹤0.01%	97

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

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Birch Capital Management's AOS Position: Q4 2023 in Review

Birch Capital Management sold out of A.O. Smith (AOS) in Q4 2023, closing a stake of 108 shares — an estimated $7.17K sold.

Birch Capital Management first reported a position in AOS in Q3 2022 and held it in 5 quarters. The position peaked at $7.89K in Q2 2023. 632 funds tracked by Wall St. Rank hold AOS as of Q4 2023.

Birch Capital Management reported no remaining A.O. Smith position as of Q4 2023 after selling out during the quarter.
Birch Capital Management sold 108 A.O. Smith shares in Q4 2023, an estimated $7.17K.
Birch Capital Management first reported a position in A.O. Smith in Q3 2022 and held it in 5 quarters.
Birch Capital Management's A.O. Smith position peaked at $7.89K in Q2 2023.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2023.

Based on Birch Capital Management's 13F filing for Q4 2023, filed 24 Jan 2024.