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

Contravisory 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
2024
Q4 		– Sell
-7,730
Closed -$694K – 396
2024
Q3 		$694K Sell
7,730
-73
-0.9% -$6.04K 0.15% 96
2024
Q2 		$638K Buy
7,803
+403
+5% +$34.1K 0.14% 93
2024
Q1 		$662K Buy
7,400
+5,226
+240% +$431K 0.15% 90
2023
Q4 		$179K Hold
2,174
– – 0.04% 205
2023
Q3 		$144K Buy
+2,174
New +$154K 0.04% 217
2022
Q2 		– Sell
-7,135
Closed -$456K – 328
2022
Q1 		$456K Buy
7,135
+1,142
+19% +$83.1K 0.13% 100
2021
Q4 		$514K Sell
5,993
-1,586
-21% -$121K 0.14% 102
2021
Q3 		$463K Sell
7,579
-84
-1% -$5.87K 0.14% 88
2021
Q2 		$552K Buy
7,663
+1,107
+17% +$76.4K 0.16% 69
2021
Q1 		$443K Sell
6,556
-70
-1% -$4.26K 0.14% 81
2020
Q4 		$363K Sell
6,626
-58
-0.9% -$3.2K 0.11% 92
2020
Q3 		$353K Buy
6,684
+752
+13% +$37.5K 0.12% 90
2020
Q2 		$284K Buy
+5,932
New +$259K 0.1% 109
2018
Q3 		– Sell
-4,327
Closed -$256K – 289
2018
Q2 		$256K Sell
4,327
-49
-1% -$3.09K 0.09% 133
2018
Q1 		$278K Buy
4,376
+4,311
+6,632% +$278K 0.1% 129
2017
Q4 		$4K Hold
65
– – ﹤0.01% 295
2017
Q3 		$4K Buy
+65
New +$3.65K ﹤0.01% 301

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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Contravisory Investment Management's AOS Position: Q4 2024 in Review

Contravisory Investment Management sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 7,730 shares — an estimated $694K sold.

Contravisory Investment Management first reported a position in AOS in Q3 2017 and held it in 17 quarters. The position peaked at $694K in Q3 2024. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Contravisory Investment Management reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 7,730 A.O. Smith shares in Q4 2024, an estimated $694K.
  • Contravisory Investment Management first reported a position in A.O. Smith in Q3 2017 and held it in 17 quarters.
  • Contravisory Investment Management's A.O. Smith position peaked at $694K in Q3 2024.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Contravisory Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.