Guardian Life Insurance’s A.O. Smith AOS Stock Holding History

Guardian Life Insurance’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 Q1	–	Sell	-410	Closed	-$20K	–	38
2019 Q4	$20K	Hold	410	–	–	﹤0.01%	483
2019 Q3	$20K	Hold	410	–	–	﹤0.01%	487
2019 Q2	$19K	Hold	410	–	–	﹤0.01%	493
2019 Q1	$22K	Hold	410	–	–	﹤0.01%	477
2018 Q4	$18K	Sell	410 -12	-3%	-$552	﹤0.01%	480
2018 Q3	$23K	Buy	422 +20	+5%	+$1.17K	﹤0.01%	480
2018 Q2	$24K	Buy	402 +67	+20%	+$4.22K	﹤0.01%	467
2018 Q1	$21K	Sell	335 -143	-30%	-$9.22K	﹤0.01%	445
2017 Q4	$29K	Buy	478 +146	+44%	+$8.86K	0.01%	461
2017 Q3	$20K	Buy	+332	New	+$18.6K	﹤0.01%	448

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guardian Life Insurance's AOS Position: Q1 2020 in Review

Guardian Life Insurance sold out of A.O. Smith (AOS) in Q1 2020, closing a stake of 410 shares — an estimated $20K sold.

Guardian Life Insurance first reported a position in AOS in Q3 2017 and held it in 10 quarters. The position peaked at $29K in Q4 2017. 435 funds tracked by Wall St. Rank hold AOS as of Q1 2020.

Guardian Life Insurance reported no remaining A.O. Smith position as of Q1 2020 after selling out during the quarter.
Guardian Life Insurance sold 410 A.O. Smith shares in Q1 2020, an estimated $20K.
Guardian Life Insurance first reported a position in A.O. Smith in Q3 2017 and held it in 10 quarters.
Guardian Life Insurance's A.O. Smith position peaked at $29K in Q4 2017.
435 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.