EIP
AOS icon

Epoch Investment Partners’s A.O. Smith AOS Stock Holding History

Epoch Investment Partners’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
2020
Q1 		– Sell
-252,183
Closed -$12M – 271
2019
Q4 		$12M Sell
252,183
-1,129,402
-82% -$54.8M 0.05% 212
2019
Q3 		$65.9M Buy
1,381,585
+1,255,540
+996% +$58M 0.3% 114
2019
Q2 		$5.94M Buy
126,045
+6,104
+5% +$299K 0.03% 226
2019
Q1 		$6.4M Buy
119,941
+5,049
+4% +$251K 0.03% 236
2018
Q4 		$4.91M Buy
114,892
+29,417
+34% +$1.35M 0.02% 244
2018
Q3 		$4.56M Buy
85,475
+33,821
+65% +$1.99M 0.02% 255
2018
Q2 		$3.06K Sell
51,654
-109
-0.2% -$6.87K 0.01% 276
2018
Q1 		$3.29M Buy
+51,763
New +$3.34M 0.01% 263

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return