DCM
AOS icon

Driehaus Capital Management’s A.O. Smith AOS Stock Holding History

Driehaus Capital 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
2024
Q1 		– Sell
-192,084
Closed -$15.8M – 390
2023
Q4 		$15.8M Buy
192,084
+38,111
+25% +$2.81M 0.19% 176
2023
Q3 		$10.2M Sell
153,973
-91,051
-37% -$6.46M 0.13% 204
2023
Q2 		$17.8M Buy
245,024
+57,671
+31% +$3.95M 0.23% 144
2023
Q1 		$13M Buy
+187,353
New +$12.2M 0.18% 182
2022
Q2 		– Sell
-130,732
Closed -$8.35M – 358
2022
Q1 		$8.35M Buy
+130,732
New +$9.51M 0.1% 256
2018
Q3 		– Sell
-6,023
Closed -$356K – 456
2018
Q2 		$356K Sell
6,023
-7,470
-55% -$471K 0.01% 415
2018
Q1 		$858K Sell
13,493
-5,892
-30% -$380K 0.03% 358
2017
Q4 		$1.19M Sell
19,385
-1,638
-8% -$99.4K 0.05% 323
2017
Q3 		$1.25M Sell
21,023
-3,607
-15% -$202K 0.05% 295
2017
Q2 		$1.39M Sell
24,630
-271
-1% -$14.6K 0.05% 304
2017
Q1 		$1.27M Buy
24,901
+2,623
+12% +$130K 0.04% 329
2016
Q4 		$1.05M Buy
22,278
+1,742
+8% +$84K 0.04% 346
2016
Q3 		$1.01M Buy
20,536
+6,316
+44% +$295K 0.03% 353
2016
Q2 		$626K Sell
14,220
-9,450
-40% -$381K 0.02% 400
2016
Q1 		$903K Buy
23,670
+7,670
+48% +$268K 0.03% 389
2015
Q4 		$613K Buy
+16,000
New +$604K 0.02% 435

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 $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Driehaus Capital Management's AOS Position: Q1 2024 in Review

Driehaus Capital Management sold out of A.O. Smith (AOS) in Q1 2024, closing a stake of 192,084 shares — an estimated $15.8M sold.

Driehaus Capital Management first reported a position in AOS in Q4 2015 and held it in 16 quarters. The position peaked at $17.8M in Q2 2023. 656 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

  • Driehaus Capital Management reported no remaining A.O. Smith position as of Q1 2024 after selling out during the quarter.
  • Driehaus Capital Management sold 192,084 A.O. Smith shares in Q1 2024, an estimated $15.8M.
  • Driehaus Capital Management first reported a position in A.O. Smith in Q4 2015 and held it in 16 quarters.
  • Driehaus Capital Management's A.O. Smith position peaked at $17.8M in Q2 2023.
  • 656 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on Driehaus Capital Management's 13F filing for Q1 2024, filed 15 May 2024.