HL Financial Services’s A.O. Smith AOS Stock Holding History

HL 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
2018 Q2	–	Sell	-3,152	Closed	-$201K	–	675
2018 Q1	$201K	Sell	3,152 -953	-23%	-$61.5K	﹤0.01%	672
2017 Q4	$252K	Sell	4,105 -3,048	-43%	-$185K	﹤0.01%	545
2017 Q3	$425K	Sell	7,153 -4,005	-36%	-$225K	0.01%	518
2017 Q2	$629K	Sell	11,158 -695	-6%	-$37.5K	0.01%	426
2017 Q1	$607K	Sell	11,853 -67,609	-85%	-$3.35M	0.01%	416
2016 Q4	$3.76M	Sell	79,462 -1,896	-2%	-$91.4K	0.08%	143
2016 Q3	$4.02M	Sell	81,358 -12,374	-13%	-$578K	0.09%	138
2016 Q2	$4.13M	Buy	93,732 +2,134	+2%	+$86.1K	0.1%	126
2016 Q1	$3.5M	Sell	91,598 -1,320	-1%	-$46.2K	0.08%	138
2015 Q4	$3.56M	Sell	92,918 -4,404	-5%	-$166K	0.09%	140
2015 Q3	$3.17M	Buy	97,322 +4,838	+5%	+$165K	0.09%	143
2015 Q2	$3.33M	Buy	92,484 +514	+0.6%	+$17.7K	0.09%	146
2015 Q1	$3.02M	Buy	+91,970	New	+$2.8M	0.08%	164

Other funds holding AOS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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