DC Investments Management’s A.O. Smith AOS Stock Holding History

DC Investments 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
2020 Q3	–	Sell	-7,212	Closed	-$340K	–	89
2020 Q2	$340K	Buy	+7,212	New	+$315K	0.13%	144
2018 Q2	–	Sell	-4,493	Closed	-$286K	–	292
2018 Q1	$286K	Buy	+4,493	New	+$290K	0.19%	194

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

DC Investments Management's AOS Position: Q3 2020 in Review

DC Investments Management sold out of A.O. Smith (AOS) in Q3 2020, closing a stake of 7,212 shares — an estimated $340K sold.

DC Investments Management first reported a position in AOS in Q1 2018 and held it in 2 quarters. The position peaked at $340K in Q2 2020. 482 funds tracked by Wall St. Rank hold AOS as of Q3 2020.

DC Investments Management reported no remaining A.O. Smith position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 7,212 A.O. Smith shares in Q3 2020, an estimated $340K.
DC Investments Management first reported a position in A.O. Smith in Q1 2018 and held it in 2 quarters.
DC Investments Management's A.O. Smith position peaked at $340K in Q2 2020.
482 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.