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Carmichael Hill & Associates’s A.O. Smith AOS Stock Holding History

Carmichael Hill & Associates’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
Q1 		– Sell
-6
Closed -$343 – 784
2022
Q4 		$343 Hold
6
– – ﹤0.01% 756
2022
Q3 		$0 Hold
6
– – ﹤0.01% 805
2022
Q2 		$0 Hold
6
– – ﹤0.01% 806
2022
Q1 		$0 Buy
+6
New +$437 ﹤0.01% 790

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Carmichael Hill & Associates's AOS Position: Q1 2023 in Review

Carmichael Hill & Associates sold out of A.O. Smith (AOS) in Q1 2023, closing a stake of 6 shares — an estimated $343 sold.

Carmichael Hill & Associates first reported a position in AOS in Q1 2022 and held it in 4 quarters. The position peaked at $343 in Q4 2022. 544 funds tracked by Wall St. Rank hold AOS as of Q1 2023.

  • Carmichael Hill & Associates reported no remaining A.O. Smith position as of Q1 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 6 A.O. Smith shares in Q1 2023, an estimated $343.
  • Carmichael Hill & Associates first reported a position in A.O. Smith in Q1 2022 and held it in 4 quarters.
  • Carmichael Hill & Associates's A.O. Smith position peaked at $343 in Q4 2022.
  • 544 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2023.

Based on Carmichael Hill & Associates's 13F filing for Q1 2023, filed 5 Apr 2023.