Boyd Watterson Asset Management’s A.O. Smith AOS Stock Holding History

Boyd Watterson Asset 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
2020 Q1	–	Sell	-6,500	Closed	-$310K	–	101
2019 Q4	$310K	Buy	+6,500	New	+$315K	0.2%	95
2019 Q2	–	Sell	-5,063	Closed	-$270K	–	119
2019 Q1	$270K	Buy	+5,063	New	+$252K	0.17%	105

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 $3.37T AUM 44.26% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boyd Watterson Asset Management's AOS Position: Q1 2020 in Review

Boyd Watterson Asset Management sold out of A.O. Smith (AOS) in Q1 2020, closing a stake of 6,500 shares — an estimated $310K sold.

Boyd Watterson Asset Management first reported a position in AOS in Q1 2019 and held it in 2 quarters. The position peaked at $310K in Q4 2019. 435 funds tracked by Wall St. Rank hold AOS as of Q1 2020.

Boyd Watterson Asset Management reported no remaining A.O. Smith position as of Q1 2020 after selling out during the quarter.
Boyd Watterson Asset Management sold 6,500 A.O. Smith shares in Q1 2020, an estimated $310K.
Boyd Watterson Asset Management first reported a position in A.O. Smith in Q1 2019 and held it in 2 quarters.
Boyd Watterson Asset Management's A.O. Smith position peaked at $310K in Q4 2019.
435 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2020.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2020, filed 20 Apr 2020.