Colonial River Investments’s A.O. Smith AOS Stock Holding History

Colonial River Investments’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
2024 Q4	–	Sell	-2,325	Closed	-$209K	–	208
2024 Q3	$209K	Buy	+2,325	New	+$192K	0.1%	206
2023 Q2	–	Sell	-3,466	Closed	-$240K	–	173
2023 Q1	$240K	Buy	+3,466	New	+$225K	0.14%	166

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Colonial River Investments's AOS Position: Q4 2024 in Review

Colonial River Investments sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,325 shares — an estimated $209K sold.

Colonial River Investments first reported a position in AOS in Q1 2023 and held it in 2 quarters. The position peaked at $240K in Q1 2023. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

Colonial River Investments reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
Colonial River Investments sold 2,325 A.O. Smith shares in Q4 2024, an estimated $209K.
Colonial River Investments first reported a position in A.O. Smith in Q1 2023 and held it in 2 quarters.
Colonial River Investments's A.O. Smith position peaked at $240K in Q1 2023.
643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Colonial River Investments's 13F filing for Q4 2024, filed 4 Feb 2025.