Douglass Winthrop Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-768,436
| Closed | -$41M | – | 261 |
|
|
2019
Q1 | $41M | Buy |
768,436
+760,555
| +9,650% | +$40.6M | 1.79% | 26 |
|
|
2018
Q4 | $337K | Buy |
7,881
+3,555
| +82% | +$152K | 0.02% | 193 |
|
|
2018
Q3 | $231K | Buy |
4,326
+247
| +6% | +$13.2K | 0.01% | 236 |
|
|
2018
Q2 | $241K | Buy |
4,079
+615
| +18% | +$36.3K | 0.01% | 260 |
|
|
2018
Q1 | $220K | Buy |
+3,464
| New | +$220K | 0.01% | 259 |
|