Kaizen Advisory’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$17K Buy
398
+21
+6% +$966 0.01% 526
2018
Q3
$20K Hold
377
0.01% 521
2018
Q2
$22K Buy
377
+238
+171% +$15K 0.01% 503
2018
Q1
$9K Hold
139
0.01% 497
2017
Q4
$9K Buy
+139
New +$8.44K 0.01% 493

Other funds holding AOS

Kaizen Advisory's AOS Position: Q4 2018 in Review

Kaizen Advisory increased its A.O. Smith (AOS) stake by 5.6% in Q4 2018, buying an estimated $966 and bringing the position to 398 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #526.

Kaizen Advisory first reported a position in AOS in Q4 2017 and has held it in 5 quarters since. The position peaked at $22K in Q2 2018. 492 funds tracked by Wall St. Rank hold AOS as of Q4 2018.

  • Kaizen Advisory held 398 shares of A.O. Smith worth $17K as of Q4 2018.
  • Kaizen Advisory bought 21 A.O. Smith shares in Q4 2018, an estimated $966.
  • A.O. Smith made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #526 holding.
  • Kaizen Advisory first reported a position in A.O. Smith in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's A.O. Smith position peaked at $22K in Q2 2018.
  • 492 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.