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IQ EQ Fund Management’s A.O. Smith AOS Stock Holding History

IQ EQ Fund 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
2024
Q4 		– Sell
-13,008
Closed -$1.17M – 301
2024
Q3 		$1.17M Hold
13,008
– – 0.12% 202
2024
Q2 		$1.06M Sell
13,008
-2,208
-15% -$187K 0.12% 192
2024
Q1 		$1.36M Sell
15,216
-285
-2% -$23.5K 0.15% 162
2023
Q4 		$1.28M Buy
+15,501
New +$1.14M 0.15% 179

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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

IQ EQ Fund Management's AOS Position: Q4 2024 in Review

IQ EQ Fund Management sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 13,008 shares — an estimated $1.17M sold.

IQ EQ Fund Management first reported a position in AOS in Q4 2023 and held it in 4 quarters. The position peaked at $1.36M in Q1 2024. 642 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • IQ EQ Fund Management reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • IQ EQ Fund Management sold 13,008 A.O. Smith shares in Q4 2024, an estimated $1.17M.
  • IQ EQ Fund Management first reported a position in A.O. Smith in Q4 2023 and held it in 4 quarters.
  • IQ EQ Fund Management's A.O. Smith position peaked at $1.36M in Q1 2024.
  • 642 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on IQ EQ Fund Management's 13F filing for Q4 2024, filed 12 Feb 2025.