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

Foresters 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
Q1 		– Sell
-239,650
Closed -$10.2M – 328
2018
Q4 		$10.2M Buy
239,650
+10,150
+4% +$467K 0.19% 161
2018
Q3 		$12.2M Sell
229,500
-94,000
-29% -$5.52M 0.19% 164
2018
Q2 		$19.1M Buy
323,500
+16,600
+5% +$1.05M 0.33% 111
2018
Q1 		$19.5M Buy
306,900
+200
+0.1% +$12.9K 0.33% 113
2017
Q4 		$18.8M Sell
306,700
-266,800
-47% -$16.2M 0.29% 124
2017
Q3 		$34.1M Buy
573,500
+4,900
+0.9% +$275K 0.56% 55
2017
Q2 		$32M Buy
568,600
+11,700
+2% +$632K 0.54% 62
2017
Q1 		$28.5M Buy
556,900
+2,200
+0.4% +$109K 0.5% 66
2016
Q4 		$26.5M Buy
554,700
+7,700
+1% +$371K 0.47% 75
2016
Q3 		$27M Sell
547,000
-155,900
-22% -$7.28M 0.5% 74
2016
Q2 		$31M Buy
702,900
+25,500
+4% +$1.03M 0.6% 52
2016
Q1 		$25.8M Sell
677,400
-5,400
-0.8% -$189K 0.52% 70
2015
Q4 		$26.2M Sell
682,800
-21,600
-3% -$815K 0.53% 68
2015
Q3 		$23M Sell
704,400
-16,600
-2% -$567K 0.49% 82
2015
Q2 		$25.9M Buy
721,000
+11,000
+2% +$379K 0.49% 84
2015
Q1 		$23.3M Buy
710,000
+1,900
+0.3% +$57.8K 0.45% 93
2014
Q4 		$20M Buy
708,100
+2,100
+0.3% +$54.8K 0.4% 104
2014
Q3 		$16.7M Buy
706,000
+400
+0.1% +$9.71K 0.35% 104
2014
Q2 		$17.5M Buy
705,600
+345,600
+96% +$8.3M 0.36% 109
2014
Q1 		$8.28M Hold
360,000
– – 0.18% 165
2013
Q4 		$9.71M Buy
360,000
+80,000
+29% +$2.05M 0.21% 151
2013
Q3 		$6.33M Hold
280,000
– – 0.15% 175
2013
Q2 		$5.08M Buy
+280,000
New +$5.23M 0.15% 152

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $1.26T AUM 61.52% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Foresters Investment Management's AOS Position: Q1 2019 in Review

Foresters Investment Management sold out of A.O. Smith (AOS) in Q1 2019, closing a stake of 239,650 shares — an estimated $10.2M sold.

Foresters Investment Management first reported a position in AOS in Q2 2013 and held it in 23 quarters. The position peaked at $34.1M in Q3 2017. 520 funds tracked by Wall St. Rank hold AOS as of Q1 2019.

  • Foresters Investment Management reported no remaining A.O. Smith position as of Q1 2019 after selling out during the quarter.
  • Foresters Investment Management sold 239,650 A.O. Smith shares in Q1 2019, an estimated $10.2M.
  • Foresters Investment Management first reported a position in A.O. Smith in Q2 2013 and held it in 23 quarters.
  • Foresters Investment Management's A.O. Smith position peaked at $34.1M in Q3 2017.
  • 520 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2019.

Based on Foresters Investment Management's 13F filing for Q1 2019, filed 15 May 2019.