Douglass Winthrop Advisors’s A.O. Smith AOS Stock Holding History

Douglass Winthrop Advisors’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
2019 Q2	–	Sell	-768,436	Closed	-$41M	–	261
2019 Q1	$41M	Buy	768,436 +760,555	+9,650%	+$37.8M	1.79%	26
2018 Q4	$337K	Buy	7,881 +3,555	+82%	+$164K	0.02%	193
2018 Q3	$231K	Buy	4,326 +247	+6%	+$14.5K	0.01%	236
2018 Q2	$241K	Buy	4,079 +615	+18%	+$38.8K	0.01%	260
2018 Q1	$220K	Buy	+3,464	New	+$223K	0.01%	259

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMU

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Douglass Winthrop Advisors's AOS Position: Q2 2019 in Review

Douglass Winthrop Advisors sold out of A.O. Smith (AOS) in Q2 2019, closing a stake of 768,436 shares — an estimated $41M sold.

Douglass Winthrop Advisors first reported a position in AOS in Q1 2018 and held it in 5 quarters. The position peaked at $41M in Q1 2019. 478 funds tracked by Wall St. Rank hold AOS as of Q2 2019.

Douglass Winthrop Advisors reported no remaining A.O. Smith position as of Q2 2019 after selling out during the quarter.
Douglass Winthrop Advisors sold 768,436 A.O. Smith shares in Q2 2019, an estimated $41M.
Douglass Winthrop Advisors first reported a position in A.O. Smith in Q1 2018 and held it in 5 quarters.
Douglass Winthrop Advisors's A.O. Smith position peaked at $41M in Q1 2019.
478 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2019.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.