Clean Yield Group’s A.O. Smith AOS Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-567	Closed	-$21K	–	339
2020 Q1	$21K	Buy	+567	New	+$24.2K	0.01%	269
2019 Q3	–	Sell	-888	Closed	-$42K	–	339
2019 Q2	$42K	Hold	888	–	–	0.02%	215
2019 Q1	$47K	Buy	+888	New	+$44.1K	0.02%	195
2017 Q2	–	Sell	-1,362	Closed	-$70K	–	142
2017 Q1	$70K	Buy	+1,362	New	+$67.6K	0.03%	165
2016 Q4	–	Sell	-474	Closed	-$23K	–	137
2016 Q3	$23K	Buy	+474	New	+$22.1K	0.01%	244

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

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

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

PAMU

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

WRF

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

Clean Yield Group's AOS Position: Q2 2020 in Review

Clean Yield Group sold out of A.O. Smith (AOS) in Q2 2020, closing a stake of 567 shares — an estimated $21K sold.

Clean Yield Group first reported a position in AOS in Q3 2016 and held it in 5 quarters. The position peaked at $70K in Q1 2017. 476 funds tracked by Wall St. Rank hold AOS as of Q2 2020.

Clean Yield Group reported no remaining A.O. Smith position as of Q2 2020 after selling out during the quarter.
Clean Yield Group sold 567 A.O. Smith shares in Q2 2020, an estimated $21K.
Clean Yield Group first reported a position in A.O. Smith in Q3 2016 and held it in 5 quarters.
Clean Yield Group's A.O. Smith position peaked at $70K in Q1 2017.
476 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2020.

Based on Clean Yield Group's 13F filing for Q2 2020, filed 22 Jul 2020.