J.W. Coons Advisors’s A.O. Smith AOS Stock Holding History

J.W. Coons Advisors’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	-2,645	Closed	-$238K	–	231
2024 Q3	$238K	Hold	2,645	–	–	0.06%	217
2024 Q2	$216K	Hold	2,645	–	–	0.05%	219
2024 Q1	$237K	Hold	2,645	–	–	0.05%	218
2023 Q4	$218K	Buy	+2,645	New	+$195K	0.06%	227
2023 Q2	–	Sell	-4,345	Closed	-$300K	–	230
2023 Q1	$300K	Sell	4,345 -500	-10%	-$32.5K	0.09%	190
2022 Q4	$277K	Sell	4,845 -300	-6%	-$16.8K	0.08%	195
2022 Q3	$250K	Hold	5,145	–	–	0.09%	188
2022 Q2	$281K	Buy	5,145 +536	+12%	+$32.2K	0.1%	194
2022 Q1	$295K	Hold	4,609	–	–	0.09%	198
2021 Q4	$395K	Hold	4,609	–	–	0.12%	168
2021 Q3	$281K	Hold	4,609	–	–	0.1%	187
2021 Q2	$332K	Hold	4,609	–	–	0.12%	162
2021 Q1	$312K	Hold	4,609	–	–	0.11%	168
2020 Q4	$252K	Hold	4,609	–	–	0.1%	180
2020 Q3	$244K	Hold	4,609	–	–	0.1%	169
2020 Q2	$217K	Buy	+4,609	New	+$201K	0.1%	181

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

J.W. Coons Advisors's AOS Position: Q4 2024 in Review

J.W. Coons Advisors sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,645 shares — an estimated $238K sold.

J.W. Coons Advisors first reported a position in AOS in Q2 2020 and held it in 16 quarters. The position peaked at $395K in Q4 2021. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

J.W. Coons Advisors reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
J.W. Coons Advisors sold 2,645 A.O. Smith shares in Q4 2024, an estimated $238K.
J.W. Coons Advisors first reported a position in A.O. Smith in Q2 2020 and held it in 16 quarters.
J.W. Coons Advisors's A.O. Smith position peaked at $395K in Q4 2021.
643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on J.W. Coons Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.