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

Generation 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
2020
Q4 		– Sell
-3,137,131
Closed -$166M – 42
2020
Q3 		$166M Sell
3,137,131
-1,067,213
-25% -$53.3M 0.88% 33
2020
Q2 		$198M Buy
4,204,344
+51,303
+1% +$2.24M 1.14% 33
2020
Q1 		$157M Buy
+4,153,041
New +$177M 1.11% 33

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 $3.37T AUM 44.26% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Generation Investment Management's AOS Position: Q4 2020 in Review

Generation Investment Management sold out of A.O. Smith (AOS) in Q4 2020, closing a stake of 3,137,131 shares — an estimated $166M sold.

Generation Investment Management first reported a position in AOS in Q1 2020 and held it in 3 quarters. The position peaked at $198M in Q2 2020. 517 funds tracked by Wall St. Rank hold AOS as of Q4 2020.

  • Generation Investment Management reported no remaining A.O. Smith position as of Q4 2020 after selling out during the quarter.
  • Generation Investment Management sold 3,137,131 A.O. Smith shares in Q4 2020, an estimated $166M.
  • Generation Investment Management first reported a position in A.O. Smith in Q1 2020 and held it in 3 quarters.
  • Generation Investment Management's A.O. Smith position peaked at $198M in Q2 2020.
  • 517 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2020.

Based on Generation Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.