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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
2020
Q2 		– Sell
-85,600
Closed -$4K – 4332
2020
Q1 		$4K Buy
+85,600
New +$3.65M ﹤0.01% 3146
2019
Q3 		– Sell
-14,400
Closed -$2K – 4019
2019
Q2 		$2K Buy
+14,400
New +$706K ﹤0.01% 3503
2017
Q4 		– Sell
-2,700
Closed -$22K – 4831
2017
Q3 		$22K Sell
2,700
-1,400
-34% -$78.5K ﹤0.01% 3030
2017
Q2 		$18K Buy
+4,100
New +$221K ﹤0.01% 3501
2017
Q1 		– Sell
-3,600
Closed -$1K – 6307
2016
Q4 		$1K Buy
3,600
+1,800
+100% +$86.8K ﹤0.01% 5871
2016
Q3 		$13K Sell
1,800
-3,200
-64% -$149K ﹤0.01% 3868
2016
Q2 		$37K Sell
5,000
-18,000
-78% -$727K ﹤0.01% 2668
2016
Q1 		$75K Buy
23,000
+2,200
+11% +$76.9K ﹤0.01% 1896
2015
Q4 		$91K Buy
+20,800
New +$785K 0.01% 1871

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 $3.37T 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
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bessemer Group
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.