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Greenwood Capital Associates’s A.O. Smith AOS Stock Holding History

Greenwood Capital Associates’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
2018
Q1 		– Sell
-3,932
Closed -$241K – 192
2017
Q4 		$241K Buy
3,932
+35
+0.9% +$2.12K 0.06% 178
2017
Q3 		$232K Sell
3,897
-133
-3% -$7.46K 0.06% 165
2017
Q2 		$227K Sell
4,030
-30
-0.7% -$1.62K 0.06% 170
2017
Q1 		$208K Buy
+4,060
New +$201K 0.05% 190
2016
Q3 		– Sell
-4,630
Closed -$204K – 163
2016
Q2 		$204K Buy
+4,630
New +$187K 0.06% 156

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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

Greenwood Capital Associates's AOS Position: Q1 2018 in Review

Greenwood Capital Associates sold out of A.O. Smith (AOS) in Q1 2018, closing a stake of 3,932 shares — an estimated $241K sold.

Greenwood Capital Associates first reported a position in AOS in Q2 2016 and held it in 5 quarters. The position peaked at $241K in Q4 2017. 497 funds tracked by Wall St. Rank hold AOS as of Q1 2018.

  • Greenwood Capital Associates reported no remaining A.O. Smith position as of Q1 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 3,932 A.O. Smith shares in Q1 2018, an estimated $241K.
  • Greenwood Capital Associates first reported a position in A.O. Smith in Q2 2016 and held it in 5 quarters.
  • Greenwood Capital Associates's A.O. Smith position peaked at $241K in Q4 2017.
  • 497 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2018.

Based on Greenwood Capital Associates's 13F filing for Q1 2018, filed 15 May 2018.