Cutler Group’s A.O. Smith AOS Stock Holding History

Cutler 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
2021 Q1	–	Sell	-300	Closed	-$16K	–	5575
2020 Q4	$16K	Buy	+300	New	+$16.5K	﹤0.01%	2819
2020 Q1	–	Sell	-2,669	Closed	-$114K	–	3962
2019 Q4	$127K	Buy	2,669 +1,932	+262%	+$93.7K	0.01%	1068
2019 Q3	$35K	Sell	737 -3,500	-83%	-$162K	﹤0.01%	1783
2019 Q2	$199K	Buy	+4,237	New	+$208K	0.02%	712
2019 Q1	–	Sell	-3,887	Closed	-$193K	–	3981
2018 Q4	$165K	Buy	+3,887	New	+$179K	0.02%	741
2018 Q1	–	Sell	-98	Closed	-$6.32K	–	4379
2017 Q4	$6K	Sell	98 -433	-82%	-$26.3K	﹤0.01%	3450
2017 Q3	$31K	Sell	531 -5,130	-91%	-$288K	﹤0.01%	2699
2017 Q2	$318K	Sell	5,661 -9,251	-62%	-$499K	0.01%	961
2017 Q1	$762K	Buy	14,912 +8,892	+148%	+$441K	0.03%	482
2016 Q4	$285K	Sell	6,020 -728	-11%	-$35.1K	0.01%	1050
2016 Q3	$333K	Buy	+6,748	New	+$315K	0.01%	844
2016 Q2	–	Sell	-1,128	Closed	-$45.5K	–	6581
2016 Q1	$43K	Sell	1,128 -4,372	-79%	-$153K	﹤0.01%	2475
2015 Q4	$210K	Buy	+5,500	New	+$208K	0.01%	1153

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

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 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

WRF

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

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

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

Cutler Group's AOS Position: Q1 2021 in Review

Cutler Group sold out of A.O. Smith (AOS) in Q1 2021, closing a stake of 300 shares — an estimated $16K sold.

Cutler Group first reported a position in AOS in Q4 2015 and held it in 13 quarters. The position peaked at $762K in Q1 2017. 527 funds tracked by Wall St. Rank hold AOS as of Q1 2021.

Cutler Group reported no remaining A.O. Smith position as of Q1 2021 after selling out during the quarter.
Cutler Group sold 300 A.O. Smith shares in Q1 2021, an estimated $16K.
Cutler Group first reported a position in A.O. Smith in Q4 2015 and held it in 13 quarters.
Cutler Group's A.O. Smith position peaked at $762K in Q1 2017.
527 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2021.

Based on Cutler Group's 13F filing for Q1 2021, filed 26 Apr 2021.