Evelyn V. Moreno’s A.O. Smith AOS Stock Holding History

Evelyn V. Moreno’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	-5,777	Closed	-$331K	–	129
2022 Q4	$331K	Hold	5,777	–	–	0.08%	127
2022 Q3	$281K	Hold	5,777	–	–	0.13%	120
2022 Q2	$316K	Buy	+5,777	New	+$347K	0.07%	122

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 $3.38T AUM 44.17% 1-Year Est. Return

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

BBHC

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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Evelyn V. Moreno's AOS Position: Q1 2023 in Review

Evelyn V. Moreno sold out of A.O. Smith (AOS) in Q1 2023, closing a stake of 5,777 shares — an estimated $331K sold.

Evelyn V. Moreno first reported a position in AOS in Q2 2022 and held it in 3 quarters. The position peaked at $331K in Q4 2022. 545 funds tracked by Wall St. Rank hold AOS as of Q1 2023.

Evelyn V. Moreno reported no remaining A.O. Smith position as of Q1 2023 after selling out during the quarter.
Evelyn V. Moreno sold 5,777 A.O. Smith shares in Q1 2023, an estimated $331K.
Evelyn V. Moreno first reported a position in A.O. Smith in Q2 2022 and held it in 3 quarters.
Evelyn V. Moreno's A.O. Smith position peaked at $331K in Q4 2022.
545 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.