Evercore Wealth Management’s A.O. Smith AOS Stock Holding History

Evercore Wealth 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
2020 Q2	–	Sell	-5,900	Closed	-$223K	–	377
2020 Q1	$223K	Sell	5,900 -79,371	-93%	-$3.38M	0.01%	330
2019 Q4	$4.06M	Sell	85,271 -695,968	-89%	-$33.7M	0.11%	106
2019 Q3	$37.3M	Buy	781,239 +9,466	+1%	+$438K	1.09%	34
2019 Q2	$36.4M	Buy	771,773 +16,316	+2%	+$800K	1.11%	33
2019 Q1	$40.3M	Sell	755,457 -78,098	-9%	-$3.88M	1.3%	28
2018 Q4	$35.6M	Buy	833,555 +7,417	+0.9%	+$341K	1.34%	30
2018 Q3	$44.1M	Buy	826,138 +40,108	+5%	+$2.36M	1.41%	25
2018 Q2	$46.5M	Buy	786,030 +33,028	+4%	+$2.08M	1.59%	21
2018 Q1	$47.9M	Sell	753,002 -20,669	-3%	-$1.33M	1.83%	16
2017 Q4	$47.4M	Sell	773,671 -8,137	-1%	-$494K	1.76%	17
2017 Q3	$46.5M	Sell	781,808 -12,894	-2%	-$723K	1.81%	18
2017 Q2	$44.8M	Sell	794,702 -21,401	-3%	-$1.16M	1.73%	19
2017 Q1	$41.8M	Buy	816,103 +928	+0.1%	+$46K	1.63%	20
2016 Q4	$38.6M	Sell	815,175 -3,247	-0.4%	-$157K	1.6%	21
2016 Q3	$40.4M	Sell	818,422 -61,528	-7%	-$2.87M	1.67%	16
2016 Q2	$38.8M	Buy	879,950 +9,136	+1%	+$369K	1.71%	16
2016 Q1	$33.2M	Buy	870,814 +264,324	+44%	+$9.24M	1.47%	26
2015 Q4	$23.2M	Buy	+606,490	New	+$22.9M	1.08%	34

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Evercore Wealth Management's AOS Position: Q2 2020 in Review

Evercore Wealth Management sold out of A.O. Smith (AOS) in Q2 2020, closing a stake of 5,900 shares — an estimated $223K sold.

Evercore Wealth Management first reported a position in AOS in Q4 2015 and held it in 18 quarters. The position peaked at $47.9M in Q1 2018. 476 funds tracked by Wall St. Rank hold AOS as of Q2 2020.

Evercore Wealth Management reported no remaining A.O. Smith position as of Q2 2020 after selling out during the quarter.
Evercore Wealth Management sold 5,900 A.O. Smith shares in Q2 2020, an estimated $223K.
Evercore Wealth Management first reported a position in A.O. Smith in Q4 2015 and held it in 18 quarters.
Evercore Wealth Management's A.O. Smith position peaked at $47.9M in Q1 2018.
476 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2020.

Based on Evercore Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.