EWG Elevate’s A.O. Smith AOS Stock Holding History

EWG Elevate’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	-10	Closed	-$572	–	120
2022 Q4	$572	Buy	+10	New	+$559	﹤0.01%	726

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

EWG Elevate's AOS Position: Q1 2023 in Review

EWG Elevate sold out of A.O. Smith (AOS) in Q1 2023, closing a stake of 10 shares — an estimated $572 sold.

EWG Elevate first reported a position in AOS in Q4 2022 and held it in 1 quarter. The position peaked at $572 in Q4 2022. 544 funds tracked by Wall St. Rank hold AOS as of Q1 2023.

EWG Elevate reported no remaining A.O. Smith position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 10 A.O. Smith shares in Q1 2023, an estimated $572.
EWG Elevate first reported a position in A.O. Smith in Q4 2022 and held it in 1 quarter.
EWG Elevate's A.O. Smith position peaked at $572 in Q4 2022.
544 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.