Highland Capital Management (Tennessee)’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-14,341
| Closed | -$612K | – | 313 |
|
|
2018
Q4 | $612K | Buy |
+14,341
| New | +$612K | 0.05% | 259 |
|
|
2016
Q1 | – | Sell |
-64,488
| Closed | -$2.47M | – | 306 |
|
|
2015
Q4 | $2.47M | Buy |
64,488
+4,372
| +7% | +$167K | 0.2% | 142 |
|
|
2015
Q3 | $1.96M | Buy |
60,116
+3,356
| +6% | +$109K | 0.16% | 164 |
|
|
2015
Q2 | $2.04M | Buy |
+56,760
| New | +$2.04M | 0.16% | 173 |
|