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Essex Investment Management’s A.O. Smith AOS Stock Holding History

Essex Investment 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
2019
Q2 		– Sell
-9,126
Closed -$487K – 475
2019
Q1 		$487K Buy
+9,126
New +$454K 0.07% 267

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Essex Investment Management's AOS Position: Q2 2019 in Review

Essex Investment Management sold out of A.O. Smith (AOS) in Q2 2019, closing a stake of 9,126 shares — an estimated $487K sold.

Essex Investment Management first reported a position in AOS in Q1 2019 and held it in 1 quarter. The position peaked at $487K in Q1 2019. 478 funds tracked by Wall St. Rank hold AOS as of Q2 2019.

  • Essex Investment Management reported no remaining A.O. Smith position as of Q2 2019 after selling out during the quarter.
  • Essex Investment Management sold 9,126 A.O. Smith shares in Q2 2019, an estimated $487K.
  • Essex Investment Management first reported a position in A.O. Smith in Q1 2019 and held it in 1 quarter.
  • Essex Investment Management's A.O. Smith position peaked at $487K in Q1 2019.
  • 478 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2019.

Based on Essex Investment Management's 13F filing for Q2 2019, filed 15 Aug 2019.