Insight Capital Research & Management’s A.O. Smith AOS Stock Holding History

Insight Capital Research & 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
2017 Q3	–	Sell	-5,990	Closed	-$337K	–	100
2017 Q2	$337K	Buy	+5,990	New	+$323K	0.2%	94
2017 Q1	–	Sell	-8,305	Closed	-$393K	–	78
2016 Q4	$393K	Buy	+8,305	New	+$401K	0.21%	100
2016 Q2	–	Sell	-20,610	Closed	-$786K	–	101
2016 Q1	$786K	Sell	20,610 -146	-0.7%	-$5.11K	0.24%	83
2015 Q4	$795K	Sell	20,756 -1,960	-9%	-$74K	0.23%	83
2015 Q3	$740K	Sell	22,716 -34	-0.1%	-$1.16K	0.22%	81
2015 Q2	$819K	Buy	+22,750	New	+$784K	0.22%	87

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

PAMU

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

Insight Capital Research & Management's AOS Position: Q3 2017 in Review

Insight Capital Research & Management sold out of A.O. Smith (AOS) in Q3 2017, closing a stake of 5,990 shares — an estimated $337K sold.

Insight Capital Research & Management first reported a position in AOS in Q2 2015 and held it in 6 quarters. The position peaked at $819K in Q2 2015. 446 funds tracked by Wall St. Rank hold AOS as of Q3 2017.

Insight Capital Research & Management reported no remaining A.O. Smith position as of Q3 2017 after selling out during the quarter.
Insight Capital Research & Management sold 5,990 A.O. Smith shares in Q3 2017, an estimated $337K.
Insight Capital Research & Management first reported a position in A.O. Smith in Q2 2015 and held it in 6 quarters.
Insight Capital Research & Management's A.O. Smith position peaked at $819K in Q2 2015.
446 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.