Jade Capital Advisors’s A.O. Smith AOS Stock Holding History

Jade Capital 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
2022 Q2	–	Sell	-25,000	Closed	-$1.6M	–	35
2022 Q1	$1.6M	Buy	+25,000	New	+$1.82M	0.85%	40

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 $3.37T AUM 44.26% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jade Capital Advisors's AOS Position: Q2 2022 in Review

Jade Capital Advisors sold out of A.O. Smith (AOS) in Q2 2022, closing a stake of 25,000 shares — an estimated $1.6M sold.

Jade Capital Advisors first reported a position in AOS in Q1 2022 and held it in 1 quarter. The position peaked at $1.6M in Q1 2022. 545 funds tracked by Wall St. Rank hold AOS as of Q2 2022.

Jade Capital Advisors reported no remaining A.O. Smith position as of Q2 2022 after selling out during the quarter.
Jade Capital Advisors sold 25,000 A.O. Smith shares in Q2 2022, an estimated $1.6M.
Jade Capital Advisors first reported a position in A.O. Smith in Q1 2022 and held it in 1 quarter.
Jade Capital Advisors's A.O. Smith position peaked at $1.6M in Q1 2022.
545 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2022.

Based on Jade Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.