JWM
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Jackson Wealth Management’s A.O. Smith AOS Stock Holding History

Jackson Wealth 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
2020
Q1 		– Sell
-51,125
Closed -$2.32M – 107
2019
Q4 		$2.32M Buy
51,125
+1,732
+4% +$84K 0.39% 71
2019
Q3 		$2.29M Buy
49,393
+3,699
+8% +$171K 0.48% 60
2019
Q2 		$2.15M Buy
45,694
+539
+1% +$26.4K 0.47% 58
2019
Q1 		$2.41M Buy
45,155
+1,105
+3% +$54.9K 0.59% 46
2018
Q4 		$1.87M Sell
44,050
-1,885
-4% -$86.7K 0.56% 49
2018
Q3 		$2.45M Buy
45,935
+145
+0.3% +$8.51K 0.52% 47
2018
Q2 		$2.67M Buy
45,790
+22,796
+99% +$1.44M 0.62% 38
2018
Q1 		$1.48M Sell
22,994
-5,649
-20% -$364K 0.41% 70
2017
Q4 		$1.81M Buy
28,643
+525
+2% +$31.9K 0.46% 67
2017
Q3 		$1.71M Buy
28,118
+2,763
+11% +$155K 0.46% 57
2017
Q2 		$1.36M Buy
25,355
+4,031
+19% +$218K 0.43% 58
2017
Q1 		$1.06M Buy
21,324
+1,112
+6% +$55.2K 0.38% 58
2016
Q4 		$968K Buy
+20,212
New +$975K 0.38% 60

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jackson Wealth Management's AOS Position: Q1 2020 in Review

Jackson Wealth Management sold out of A.O. Smith (AOS) in Q1 2020, closing a stake of 51,125 shares — an estimated $2.32M sold.

Jackson Wealth Management first reported a position in AOS in Q4 2016 and held it in 13 quarters. The position peaked at $2.67M in Q2 2018. 435 funds tracked by Wall St. Rank hold AOS as of Q1 2020.

  • Jackson Wealth Management reported no remaining A.O. Smith position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 51,125 A.O. Smith shares in Q1 2020, an estimated $2.32M.
  • Jackson Wealth Management first reported a position in A.O. Smith in Q4 2016 and held it in 13 quarters.
  • Jackson Wealth Management's A.O. Smith position peaked at $2.67M in Q2 2018.
  • 435 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.