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Insight Folios’s A.O. Smith AOS Stock Holding History

Insight Folios’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
2024
Q3 		$346K Buy
3,855
+65
+2% +$5.38K 0.12% 92
2024
Q2 		$310K Sell
3,790
-45
-1% -$3.81K 0.13% 86
2024
Q1 		$343K Sell
3,835
-673
-15% -$55.5K 0.14% 83
2023
Q4 		$372K Sell
4,508
-188
-4% -$13.9K 0.16% 73
2023
Q3 		$311K Sell
4,696
-542
-10% -$38.5K 0.15% 78
2023
Q2 		$381K Sell
5,238
-138
-3% -$9.45K 0.16% 70
2023
Q1 		$372K Sell
5,376
-84
-2% -$5.46K 0.16% 61
2022
Q4 		$313K Buy
5,460
+186
+4% +$10.4K 0.14% 82
2022
Q3 		$256K Buy
5,274
+276
+6% +$15.9K 0.13% 89
2022
Q2 		$273K Buy
4,998
+40
+0.8% +$2.4K 0.13% 91
2022
Q1 		$317K Buy
4,958
+519
+12% +$37.8K 0.14% 95
2021
Q4 		$381K Buy
4,439
+113
+3% +$8.61K 0.18% 75
2021
Q3 		$264K Buy
4,326
+462
+12% +$32.3K 0.15% 92
2021
Q2 		$278K Buy
+3,864
New +$267K 0.16% 48

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Insight Folios's AOS Position: Q3 2024 in Review

Insight Folios increased its A.O. Smith (AOS) stake by 1.7% in Q3 2024, buying an estimated $5.38K and bringing the position to 3,855 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #92.

Insight Folios first reported a position in AOS in Q2 2021 and has held it in 14 quarters since. The position peaked at $381K in Q2 2023. 652 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

  • Insight Folios held 3,855 shares of A.O. Smith worth $346K as of Q3 2024.
  • Insight Folios bought 65 A.O. Smith shares in Q3 2024, an estimated $5.38K.
  • A.O. Smith made up 0.12% of Insight Folios's portfolio in Q3 2024, its #92 holding.
  • Insight Folios first reported a position in A.O. Smith in Q2 2021 and has held it in 14 quarters since.
  • Insight Folios's A.O. Smith position peaked at $381K in Q2 2023.
  • 652 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.