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JMAC Enterprises’s A.O. Smith AOS Stock Holding History

JMAC Enterprises’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
-2,656
Closed -$239K – 168
2024
Q3 		$239K Hold
2,656
– – 0.04% 162
2024
Q2 		$217K Hold
2,656
– – 0.04% 165
2024
Q1 		$238K Hold
2,656
– – 0.04% 155
2023
Q4 		$219K Buy
+2,656
New +$196K 0.05% 158
2022
Q1 		– Sell
-2,656
Closed -$200K – 176
2021
Q4 		$200K Buy
+2,656
New +$202K 0.05% 170

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

JMAC Enterprises's AOS Position: Q4 2024 in Review

JMAC Enterprises sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,656 shares — an estimated $239K sold.

JMAC Enterprises first reported a position in AOS in Q4 2021 and held it in 5 quarters. The position peaked at $239K in Q3 2024. 642 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • JMAC Enterprises reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • JMAC Enterprises sold 2,656 A.O. Smith shares in Q4 2024, an estimated $239K.
  • JMAC Enterprises first reported a position in A.O. Smith in Q4 2021 and held it in 5 quarters.
  • JMAC Enterprises's A.O. Smith position peaked at $239K in Q3 2024.
  • 642 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on JMAC Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.