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GYL Financial Synergies’s A.O. Smith AOS Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$279K Sell
3,108
-298
-9% -$24.7K 0.02% 305
2024
Q2 		$279K Sell
3,406
-70
-2% -$5.92K 0.02% 304
2024
Q1 		$311K Buy
3,476
+180
+5% +$14.8K 0.02% 295
2023
Q4 		$272K Buy
3,296
+192
+6% +$14.2K 0.02% 300
2023
Q3 		$205K Sell
3,104
-16
-0.5% -$1.14K 0.02% 322
2023
Q2 		$227K Buy
+3,120
New +$214K 0.02% 314

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

GYL Financial Synergies's AOS Position: Q3 2024 in Review

GYL Financial Synergies reduced its A.O. Smith (AOS) stake by 8.7% in Q3 2024, selling an estimated $24.7K and leaving 3,108 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #305.

GYL Financial Synergies first reported a position in AOS in Q2 2023 and has held it in 6 quarters since. The position peaked at $311K in Q1 2024. 653 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

  • GYL Financial Synergies held 3,108 shares of A.O. Smith worth $279K as of Q3 2024.
  • GYL Financial Synergies sold 298 A.O. Smith shares in Q3 2024, an estimated $24.7K.
  • A.O. Smith made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #305 holding.
  • GYL Financial Synergies first reported a position in A.O. Smith in Q2 2023 and has held it in 6 quarters since.
  • GYL Financial Synergies's A.O. Smith position peaked at $311K in Q1 2024.
  • 653 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.