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Highlander Capital Management’s A.O. Smith AOS Stock Holding History

Highlander Capital 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
Q1 		$107K Hold
1,200
– – 0.04% 281
2023
Q4 		$98.9K Hold
1,200
– – 0.04% 303
2023
Q3 		$79K Hold
1,200
– – 0.03% 310
2023
Q2 		$87K Hold
1,200
– – 0.04% 257
2023
Q1 		$83K Hold
1,200
– – 0.04% 251
2022
Q4 		$69K Buy
+1,200
New +$67.1K 0.04% 259

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Highlander Capital Management's AOS Position: Q1 2024 in Review

Highlander Capital Management held its A.O. Smith (AOS) position steady in Q1 2024 at 1,200 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #281.

Highlander Capital Management first reported a position in AOS in Q4 2022 and has held it in 6 quarters since. 656 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

  • Highlander Capital Management held 1,200 shares of A.O. Smith worth $107K as of Q1 2024.
  • Highlander Capital Management left its A.O. Smith share count unchanged in Q1 2024.
  • A.O. Smith made up 0.04% of Highlander Capital Management's portfolio in Q1 2024, its #281 holding.
  • Highlander Capital Management first reported a position in A.O. Smith in Q4 2022 and has held it in 6 quarters since.
  • 656 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.