HFM
AOS icon

Harvest Fund Management’s A.O. Smith AOS Stock Holding History

Harvest Fund Management’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
Q2 		– Sell
-369
Closed -$33K – 634
2024
Q1 		$33K Sell
369
-1,419
-79% -$117K ﹤0.01% 546
2023
Q4 		$147K Buy
+1,788
New +$132K 0.02% 268
2023
Q3 		– Sell
-528
Closed -$38K – 634
2023
Q2 		$38K Buy
+528
New +$36.1K 0.01% 454
2023
Q1 		– Sell
-566
Closed -$32K – 737
2022
Q4 		$32K Hold
566
– – 0.01% 538
2022
Q3 		$28K Sell
566
-1,081
-66% -$62.1K 0.01% 506
2022
Q2 		$90K Hold
1,647
– – 0.03% 318
2022
Q1 		$105K Buy
1,647
+882
+115% +$64.2K 0.02% 335
2021
Q4 		$65K Buy
+765
New +$58.3K 0.01% 399

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Harvest Fund Management's AOS Position: Q2 2024 in Review

Harvest Fund Management sold out of A.O. Smith (AOS) in Q2 2024, closing a stake of 369 shares — an estimated $33K sold.

Harvest Fund Management first reported a position in AOS in Q4 2021 and held it in 8 quarters. The position peaked at $147K in Q4 2023. 642 funds tracked by Wall St. Rank hold AOS as of Q2 2024.

  • Harvest Fund Management reported no remaining A.O. Smith position as of Q2 2024 after selling out during the quarter.
  • Harvest Fund Management sold 369 A.O. Smith shares in Q2 2024, an estimated $33K.
  • Harvest Fund Management first reported a position in A.O. Smith in Q4 2021 and held it in 8 quarters.
  • Harvest Fund Management's A.O. Smith position peaked at $147K in Q4 2023.
  • 642 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2024.

Based on Harvest Fund Management's 13F filing for Q2 2024, filed 8 Aug 2024.