Hotaling Investment Management’s A.O. Smith AOS Stock Holding History

Hotaling Investment 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
2022 Q2	–	Sell	-3,242	Closed	-$207K	–	122
2022 Q1	$207K	Buy	3,242 +132	+4%	+$9.61K	0.08%	122
2021 Q4	$267K	Buy	+3,110	New	+$237K	0.09%	118
2021 Q3	–	Sell	-2,851	Closed	-$205K	–	123
2021 Q2	$205K	Buy	+2,851	New	+$197K	0.08%	118

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Hotaling Investment Management's AOS Position: Q2 2022 in Review

Hotaling Investment Management sold out of A.O. Smith (AOS) in Q2 2022, closing a stake of 3,242 shares — an estimated $207K sold.

Hotaling Investment Management first reported a position in AOS in Q2 2021 and held it in 3 quarters. The position peaked at $267K in Q4 2021. 545 funds tracked by Wall St. Rank hold AOS as of Q2 2022.

Hotaling Investment Management reported no remaining A.O. Smith position as of Q2 2022 after selling out during the quarter.
Hotaling Investment Management sold 3,242 A.O. Smith shares in Q2 2022, an estimated $207K.
Hotaling Investment Management first reported a position in A.O. Smith in Q2 2021 and held it in 3 quarters.
Hotaling Investment Management's A.O. Smith position peaked at $267K in Q4 2021.
545 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2022.

Based on Hotaling Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.