BTW
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Boston Trust Walden’s A.O. Smith AOS Stock Holding History

Boston Trust Walden’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$53.9M Buy
822,774
+35,256
+4% +$2.31M 0.38% 104
2025
Q1 		$51.5M Buy
787,518
+10,264
+1% +$671K 0.38% 107
2024
Q4 		$53M Buy
777,254
+21,503
+3% +$1.47M 0.37% 101
2024
Q3 		$67.9M Buy
755,751
+948
+0.1% +$85.2K 0.47% 76
2024
Q2 		$61.7M Buy
754,803
+29,094
+4% +$2.38M 0.46% 76
2024
Q1 		$64.9M Buy
725,709
+11,018
+2% +$986K 0.46% 76
2023
Q4 		$58.9M Buy
714,691
+17,148
+2% +$1.41M 0.44% 78
2023
Q3 		$46.1M Buy
697,543
+1,959
+0.3% +$130K 0.39% 92
2023
Q2 		$50.6M Buy
695,584
+36,815
+6% +$2.68M 0.42% 88
2023
Q1 		$45.6M Sell
658,769
-3,904
-0.6% -$270K 0.39% 93
2022
Q4 		$37.9M Buy
662,673
+36,509
+6% +$2.09M 0.33% 108
2022
Q3 		$30.4M Buy
626,164
+22,650
+4% +$1.1M 0.3% 117
2022
Q2 		$33M Buy
603,514
+25,386
+4% +$1.39M 0.31% 119
2022
Q1 		$36.9M Buy
578,128
+55,468
+11% +$3.54M 0.31% 116
2021
Q4 		$44.9M Buy
522,660
+30,357
+6% +$2.61M 0.36% 98
2021
Q3 		$30.1M Sell
492,303
-3,927
-0.8% -$240K 0.27% 139
2021
Q2 		$35.8M Buy
496,230
+11,526
+2% +$831K 0.32% 115
2021
Q1 		$32.8M Buy
484,704
+57,942
+14% +$3.92M 0.32% 114
2020
Q4 		$23.4M Buy
426,762
+481
+0.1% +$26.4K 0.25% 143
2020
Q3 		$22.5M Buy
426,281
+3,859
+0.9% +$204K 0.28% 121
2020
Q2 		$19.9M Buy
422,422
+15,601
+4% +$735K 0.27% 122
2020
Q1 		$15.4M Buy
406,821
+83,246
+26% +$3.15M 0.25% 128
2019
Q4 		$15.4M Buy
323,575
+31,068
+11% +$1.48M 0.18% 166
2019
Q3 		$14M Buy
+292,507
New +$14M 0.18% 172