CIM
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CIM Investment Management’s A.O. Smith AOS Stock Holding History

CIM Investment 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
2021
Q2 		– Sell
-6,419
Closed -$434K – 302
2021
Q1 		$434K Sell
6,419
-247
-4% -$15K 0.14% 152
2020
Q4 		$365K Sell
6,666
-115
-2% -$6.34K 0.12% 176
2020
Q3 		$358K Sell
6,781
-68
-1% -$3.4K 0.14% 144
2020
Q2 		$323K Sell
6,849
-6,840
-50% -$299K 0.13% 154
2020
Q1 		$518K Sell
13,689
-680
-5% -$29K 0.25% 88
2019
Q4 		$685K Hold
14,369
– – 0.27% 85
2019
Q3 		$686K Buy
+14,369
New +$664K 0.26% 72

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

CIM Investment Management's AOS Position: Q2 2021 in Review

CIM Investment Management sold out of A.O. Smith (AOS) in Q2 2021, closing a stake of 6,419 shares — an estimated $434K sold.

CIM Investment Management first reported a position in AOS in Q3 2019 and held it in 7 quarters. The position peaked at $686K in Q3 2019. 542 funds tracked by Wall St. Rank hold AOS as of Q2 2021.

  • CIM Investment Management reported no remaining A.O. Smith position as of Q2 2021 after selling out during the quarter.
  • CIM Investment Management sold 6,419 A.O. Smith shares in Q2 2021, an estimated $434K.
  • CIM Investment Management first reported a position in A.O. Smith in Q3 2019 and held it in 7 quarters.
  • CIM Investment Management's A.O. Smith position peaked at $686K in Q3 2019.
  • 542 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2021.

Based on CIM Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.