Disciplined Investments’s A.O. Smith AOS Stock Holding History

Disciplined 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
2023 Q3	–	Sell	-26	Closed	-$1.89K	–	194
2023 Q2	$1.89K	Sell	26 -3	-10%	-$205	﹤0.01%	675
2023 Q1	$2K	Buy	29 +4	+16%	+$260	﹤0.01%	656
2022 Q4	$1.43K	Sell	25 -4	-14%	-$224	﹤0.01%	748
2022 Q3	$1K	Buy	29 +11	+61%	+$632	﹤0.01%	776
2022 Q2	$1K	Sell	18 -6	-25%	-$360	﹤0.01%	798
2022 Q1	$2K	Buy	+24	New	+$1.75K	﹤0.01%	633

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Disciplined Investments's AOS Position: Q3 2023 in Review

Disciplined Investments sold out of A.O. Smith (AOS) in Q3 2023, closing a stake of 26 shares — an estimated $1.89K sold.

Disciplined Investments first reported a position in AOS in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2023. 577 funds tracked by Wall St. Rank hold AOS as of Q3 2023.

Disciplined Investments reported no remaining A.O. Smith position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 26 A.O. Smith shares in Q3 2023, an estimated $1.89K.
Disciplined Investments first reported a position in A.O. Smith in Q1 2022 and held it in 6 quarters.
Disciplined Investments's A.O. Smith position peaked at $2K in Q1 2023.
577 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.