GIM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,137,131
Closed -$166M – 42
2020
Q3 		$166M Sell
3,137,131
-1,067,213
-25% -$56.3M 0.88% 33
2020
Q2 		$198M Buy
4,204,344
+51,303
+1% +$2.42M 1.14% 33
2020
Q1 		$157M Buy
+4,153,041
New +$157M 1.11% 33