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

Industrial Alliance 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
2023
Q2 		– Sell
-5,788
Closed -$400K – 194
2023
Q1 		$400K Buy
5,788
+343
+6% +$22.3K 0.01% 375
2022
Q4 		$312K Buy
5,445
+1,481
+37% +$82.8K 0.01% 318
2022
Q3 		$193K Sell
3,964
-321
-7% -$18.4K 0.01% 342
2022
Q2 		$234K Buy
4,285
+5
+0.1% +$300 0.01% 349
2022
Q1 		$273K Buy
4,280
+1,346
+46% +$98K 0.01% 375
2021
Q4 		$252K Buy
+2,934
New +$224K 0.01% 355

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
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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Industrial Alliance Investment Management's AOS Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of A.O. Smith (AOS) in Q2 2023, closing a stake of 5,788 shares — an estimated $400K sold.

Industrial Alliance Investment Management first reported a position in AOS in Q4 2021 and held it in 6 quarters. The position peaked at $400K in Q1 2023. 586 funds tracked by Wall St. Rank hold AOS as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining A.O. Smith position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 5,788 A.O. Smith shares in Q2 2023, an estimated $400K.
  • Industrial Alliance Investment Management first reported a position in A.O. Smith in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's A.O. Smith position peaked at $400K in Q1 2023.
  • 586 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.