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Donoghue Forlines’s A.O. Smith AOS Stock Holding History

Donoghue Forlines’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
-2,925
Closed -$263K – 115
2024
Q3 		$263K Sell
2,925
-2,627
-47% -$217K 0.07% 205
2024
Q2 		$454K Buy
5,552
+279
+5% +$23.6K 0.13% 169
2024
Q1 		$472K Sell
5,273
-3,317
-39% -$274K 0.13% 170
2023
Q4 		$708K Buy
8,590
+106
+1% +$7.82K 0.22% 109
2023
Q3 		$561K Sell
8,484
-1,569
-16% -$111K 0.2% 148
2023
Q2 		$732K Buy
10,053
+2,055
+26% +$141K 0.23% 96
2023
Q1 		$553K Sell
7,998
-14
-0.2% -$910 0.2% 125
2022
Q4 		$459K Buy
8,012
+3,604
+82% +$201K 0.16% 166
2022
Q3 		$214K Sell
4,408
-6,686
-60% -$384K 0.08% 222
2022
Q2 		$607K Buy
11,094
+115
+1% +$6.9K 0.16% 181
2022
Q1 		$701K Buy
10,979
+3,289
+43% +$239K 0.15% 225
2021
Q4 		$660K Buy
+7,690
New +$586K 0.11% 200
2021
Q3 		– Sell
-9,262
Closed -$667K – 203
2021
Q2 		$667K Sell
9,262
-476
-5% -$32.8K 0.12% 167
2021
Q1 		$658K Sell
9,738
-948
-9% -$57.6K 0.13% 165
2020
Q4 		$586K Buy
+10,686
New +$589K 0.11% 195

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
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

Donoghue Forlines's AOS Position: Q4 2024 in Review

Donoghue Forlines sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,925 shares — an estimated $263K sold.

Donoghue Forlines first reported a position in AOS in Q4 2020 and held it in 15 quarters. The position peaked at $732K in Q2 2023. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Donoghue Forlines reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 2,925 A.O. Smith shares in Q4 2024, an estimated $263K.
  • Donoghue Forlines first reported a position in A.O. Smith in Q4 2020 and held it in 15 quarters.
  • Donoghue Forlines's A.O. Smith position peaked at $732K in Q2 2023.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.