Harel Insurance Investments & Financial Services’s A.O. Smith AOS Stock Holding History

Harel Insurance Investments & Financial Services’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 Q1	–	Sell	-3,471	Closed	-$285K	–	540
2023 Q4	$285K	Sell	3,471 -30	-0.9%	-$2.21K	0.01%	247
2023 Q3	$233K	Buy	+3,501	New	+$249K	﹤0.01%	285
2022 Q4	–	Sell	-38,411	Closed	-$1.87M	–	681
2022 Q3	$1.87M	Buy	+38,411	New	+$2.21M	0.05%	140
2020 Q3	–	Sell	-952	Closed	-$45K	–	621
2020 Q2	$45K	Buy	+952	New	+$41.6K	﹤0.01%	409

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AOS Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of A.O. Smith (AOS) in Q1 2024, closing a stake of 3,471 shares — an estimated $285K sold.

Harel Insurance Investments & Financial Services first reported a position in AOS in Q2 2020 and held it in 4 quarters. The position peaked at $1.87M in Q3 2022. 656 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

Harel Insurance Investments & Financial Services reported no remaining A.O. Smith position as of Q1 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 3,471 A.O. Smith shares in Q1 2024, an estimated $285K.
Harel Insurance Investments & Financial Services first reported a position in A.O. Smith in Q2 2020 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's A.O. Smith position peaked at $1.87M in Q3 2022.
656 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.