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

Brookmont 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
2018 Q2	–	Sell	-3,692	Closed	-$235K	–	70
2018 Q1	$235K	Buy	3,692 +33	+0.9%	+$2.13K	0.16%	64
2017 Q4	$224K	Buy	+3,659	New	+$222K	0.1%	64

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

PAMU

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brookmont Capital Management's AOS Position: Q2 2018 in Review

Brookmont Capital Management sold out of A.O. Smith (AOS) in Q2 2018, closing a stake of 3,692 shares — an estimated $235K sold.

Brookmont Capital Management first reported a position in AOS in Q4 2017 and held it in 2 quarters. The position peaked at $235K in Q1 2018. 499 funds tracked by Wall St. Rank hold AOS as of Q2 2018.

Brookmont Capital Management reported no remaining A.O. Smith position as of Q2 2018 after selling out during the quarter.
Brookmont Capital Management sold 3,692 A.O. Smith shares in Q2 2018, an estimated $235K.
Brookmont Capital Management first reported a position in A.O. Smith in Q4 2017 and held it in 2 quarters.
Brookmont Capital Management's A.O. Smith position peaked at $235K in Q1 2018.
499 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2018.

Based on Brookmont Capital Management's 13F filing for Q2 2018, filed 19 Jul 2018.