CYG
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return