Junto Capital Management’s A.O. Smith AOS Stock Holding History

Junto Capital 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 Q3	–	Sell	-345,557	Closed	-$28.3M	–	78
2024 Q2	$28.3M	Buy	+345,557	New	+$29.2M	0.58%	63
2023 Q4	–	Sell	-227,493	Closed	-$15M	–	79
2023 Q3	$15M	Buy	+227,493	New	+$16.1M	0.36%	65
2023 Q1	–	Sell	-787,377	Closed	-$45.1M	–	82
2022 Q4	$45.1M	Buy	+787,377	New	+$44M	1.28%	28

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Junto Capital Management's AOS Position: Q3 2024 in Review

Junto Capital Management sold out of A.O. Smith (AOS) in Q3 2024, closing a stake of 345,557 shares — an estimated $28.3M sold.

Junto Capital Management first reported a position in AOS in Q4 2022 and held it in 3 quarters. The position peaked at $45.1M in Q4 2022. 652 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

Junto Capital Management reported no remaining A.O. Smith position as of Q3 2024 after selling out during the quarter.
Junto Capital Management sold 345,557 A.O. Smith shares in Q3 2024, an estimated $28.3M.
Junto Capital Management first reported a position in A.O. Smith in Q4 2022 and held it in 3 quarters.
Junto Capital Management's A.O. Smith position peaked at $45.1M in Q4 2022.
652 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on Junto Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.