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AOS icon

Ergoteles’s A.O. Smith AOS Stock Holding History

Ergoteles’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
2023
Q1 		– Sell
-6,766
Closed -$387K – 1226
2022
Q4 		$387K Sell
6,766
-16,509
-71% -$923K 0.01% 807
2022
Q3 		$1.13M Sell
23,275
-50,799
-69% -$2.92M 0.04% 437
2022
Q2 		$4.05M Sell
74,074
-5,194
-7% -$312K 0.12% 176
2022
Q1 		$5.06M Buy
+79,268
New +$5.77M 0.19% 126
2021
Q4 		– Sell
-7,522
Closed -$459K – 1219
2021
Q3 		$459K Buy
+7,522
New +$525K 0.02% 621

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return