Impala Asset Management’s A.O. Smith AOS Stock Holding History

Impala Asset 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
2018 Q2	–	Sell	-22,451	Closed	-$1.43M	–	62
2018 Q1	$1.43M	Buy	22,451 +2,726	+14%	+$176K	0.06%	54
2017 Q4	$1.21M	Sell	19,725 -221,226	-92%	-$13.4M	0.04%	59
2017 Q3	$14.3M	Buy	240,951 +222,691	+1,220%	+$12.5M	0.64%	37
2017 Q2	$1.03M	Sell	18,260 -5,838	-24%	-$315K	0.05%	56
2017 Q1	$1.23M	Buy	24,098 +1,277	+6%	+$63.4K	0.06%	63
2016 Q4	$1.08M	Sell	22,821 -17	-0.1%	-$820	0.06%	54
2016 Q3	$1.13M	Sell	22,838 -956	-4%	-$44.7K	0.07%	52
2016 Q2	$1.05M	Buy	+23,794	New	+$961K	0.08%	50

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 $3.37T AUM 44.26% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Impala Asset Management's AOS Position: Q2 2018 in Review

Impala Asset Management sold out of A.O. Smith (AOS) in Q2 2018, closing a stake of 22,451 shares — an estimated $1.43M sold.

Impala Asset Management first reported a position in AOS in Q2 2016 and held it in 8 quarters. The position peaked at $14.3M in Q3 2017. 499 funds tracked by Wall St. Rank hold AOS as of Q2 2018.

Impala Asset Management reported no remaining A.O. Smith position as of Q2 2018 after selling out during the quarter.
Impala Asset Management sold 22,451 A.O. Smith shares in Q2 2018, an estimated $1.43M.
Impala Asset Management first reported a position in A.O. Smith in Q2 2016 and held it in 8 quarters.
Impala Asset Management's A.O. Smith position peaked at $14.3M in Q3 2017.
499 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2018.

Based on Impala Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.