Enterprise Financial Services Corp (EFSC)’s A.O. Smith AOS Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q3	–	Sell	-28	Closed	-$2K	–	443
2021 Q2	$2K	Hold	28	–	–	﹤0.01%	1110
2021 Q1	$2K	Hold	28	–	–	﹤0.01%	1119
2020 Q4	$2K	Hold	28	–	–	﹤0.01%	1064
2020 Q3	$1K	Hold	28	–	–	﹤0.01%	1144
2020 Q2	$1K	Sell	28 -13	-32%	-$568	﹤0.01%	1156
2020 Q1	$2K	Buy	+41	New	+$1.75K	﹤0.01%	971
2019 Q1	–	Sell	-48	Closed	-$2K	–	1172
2018 Q4	$2K	Sell	48 -18	-27%	-$828	﹤0.01%	793
2018 Q3	$4K	Buy	66 +43	+187%	+$2.52K	﹤0.01%	764
2018 Q2	$1K	Sell	23 -19	-45%	-$1.2K	﹤0.01%	898
2018 Q1	$3K	Buy	42 +19	+83%	+$1.23K	﹤0.01%	776
2017 Q4	$1K	Hold	23	–	–	﹤0.01%	853
2017 Q3	$1K	Hold	23	–	–	﹤0.01%	864
2017 Q2	$1K	Hold	23	–	–	﹤0.01%	869
2017 Q1	$1K	Hold	23	–	–	﹤0.01%	990
2016 Q4	$1K	Buy	+23	New	+$1.11K	﹤0.01%	983

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Enterprise Financial Services Corp (EFSC)'s AOS Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of A.O. Smith (AOS) in Q3 2021, closing a stake of 28 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in AOS in Q4 2016 and held it in 15 quarters. The position peaked at $4K in Q3 2018. 532 funds tracked by Wall St. Rank hold AOS as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining A.O. Smith position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 28 A.O. Smith shares in Q3 2021, an estimated $2K.
Enterprise Financial Services Corp (EFSC) first reported a position in A.O. Smith in Q4 2016 and held it in 15 quarters.
Enterprise Financial Services Corp (EFSC)'s A.O. Smith position peaked at $4K in Q3 2018.
532 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.