FMI
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Fiduciary Management Inc’s A.O. Smith AOS Stock Holding History

Fiduciary Management Inc’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
2022
Q1 		– Sell
-462,576
Closed -$39.7M – 74
2021
Q4 		$39.7M Sell
462,576
-13,493
-3% -$1.03M 0.29% 65
2021
Q3 		$29.1M Buy
476,069
+4,000
+0.8% +$279K 0.22% 69
2021
Q2 		$34M Sell
472,069
-12,385
-3% -$854K 0.25% 68
2021
Q1 		$32.8M Sell
484,454
-68,893
-12% -$4.19M 0.25% 66
2020
Q4 		$30.3M Sell
553,347
-694,693
-56% -$38.3M 0.23% 66
2020
Q3 		$65.9M Sell
1,248,040
-79,185
-6% -$3.95M 0.54% 41
2020
Q2 		$62.5M Sell
1,327,225
-16,437
-1% -$718K 0.53% 44
2020
Q1 		$50.8M Buy
+1,343,662
New +$57.3M 0.44% 51

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Fiduciary Management Inc's AOS Position: Q1 2022 in Review

Fiduciary Management Inc sold out of A.O. Smith (AOS) in Q1 2022, closing a stake of 462,576 shares — an estimated $39.7M sold.

Fiduciary Management Inc first reported a position in AOS in Q1 2020 and held it in 8 quarters. The position peaked at $65.9M in Q3 2020. 588 funds tracked by Wall St. Rank hold AOS as of Q1 2022.

  • Fiduciary Management Inc reported no remaining A.O. Smith position as of Q1 2022 after selling out during the quarter.
  • Fiduciary Management Inc sold 462,576 A.O. Smith shares in Q1 2022, an estimated $39.7M.
  • Fiduciary Management Inc first reported a position in A.O. Smith in Q1 2020 and held it in 8 quarters.
  • Fiduciary Management Inc's A.O. Smith position peaked at $65.9M in Q3 2020.
  • 588 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2022.

Based on Fiduciary Management Inc's 13F filing for Q1 2022, filed 12 May 2022.