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Cannell & Spears’s A.O. Smith AOS Stock Holding History

Cannell & Spears’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
2025
Q1 		– Sell
-3,336
Closed -$228K – 393
2024
Q4 		$228K Sell
3,336
-77,261
-96% -$5.85M ﹤0.01% 359
2024
Q3 		$7.24M Buy
80,597
+77,218
+2,285% +$6.39M 0.14% 116
2024
Q2 		$276K Sell
3,379
-20
-0.6% -$1.69K 0.01% 315
2024
Q1 		$304K Hold
3,399
– – 0.01% 315
2023
Q4 		$280K Sell
3,399
-3
-0.1% -$221 0.02% 176
2023
Q3 		$225K Hold
3,402
– – 0.02% 187
2023
Q2 		$248K Hold
3,402
– – 0.02% 193
2023
Q1 		$235K Sell
3,402
-147
-4% -$9.55K 0.02% 202
2022
Q4 		$203K Buy
+3,549
New +$198K 0.02% 217
2022
Q1 		– Sell
-2,762
Closed -$237K – 227
2021
Q4 		$237K Sell
2,762
-2,254
-45% -$172K 0.02% 204
2021
Q3 		$306K Hold
5,016
– – 0.02% 189
2021
Q2 		$361K Hold
5,016
– – 0.03% 179
2021
Q1 		$339K Sell
5,016
-1,170
-19% -$71.1K 0.03% 173
2020
Q4 		$339K Sell
6,186
-313
-5% -$17.3K 0.03% 169
2020
Q3 		$343K Sell
6,499
-55,340
-89% -$2.76M 0.03% 159
2020
Q2 		$2.91M Buy
61,839
+56,411
+1,039% +$2.46M 0.31% 49
2020
Q1 		$205K Buy
+5,428
New +$231K 0.03% 192

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Cannell & Spears's AOS Position: Q1 2025 in Review

Cannell & Spears sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 3,336 shares — an estimated $228K sold.

Cannell & Spears first reported a position in AOS in Q1 2020 and held it in 17 quarters. The position peaked at $7.24M in Q3 2024. 656 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • Cannell & Spears reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
  • Cannell & Spears sold 3,336 A.O. Smith shares in Q1 2025, an estimated $228K.
  • Cannell & Spears first reported a position in A.O. Smith in Q1 2020 and held it in 17 quarters.
  • Cannell & Spears's A.O. Smith position peaked at $7.24M in Q3 2024.
  • 656 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Cannell & Spears's 13F filing for Q1 2025, filed 14 May 2025.