Kalmar Investments’s A.O. Smith AOS Stock Holding History

Kalmar Investments’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
2017 Q1	$6.28M	Sell	122,791 -433,885	-78%	-$21.5M	1.42%	25
2016 Q4	$26.4M	Sell	556,676 -72,254	-11%	-$3.48M	1.36%	15
2016 Q3	$31.1M	Sell	628,930 -36,550	-5%	-$1.71M	1.42%	14
2016 Q2	$29.3M	Buy	665,480 +19,210	+3%	+$775K	1.29%	23
2016 Q1	$24.7M	Sell	646,270 -1,143,250	-64%	-$40M	1.01%	36
2015 Q4	$68.5M	Sell	1,789,520 -60,826	-3%	-$2.29M	1.68%	5
2015 Q3	$60.3M	Sell	1,850,346 -157,626	-8%	-$5.39M	1.42%	9
2015 Q2	$72.3M	Sell	2,007,972 -72,420	-3%	-$2.5M	1.37%	11
2015 Q1	$68.3M	Sell	2,080,392 -921,592	-31%	-$28M	1.27%	16
2014 Q4	$84.7M	Sell	3,001,984 -89,506	-3%	-$2.34M	1.57%	10
2014 Q3	$73.1M	Sell	3,091,490 -44,020	-1%	-$1.07M	1.39%	12
2014 Q2	$77.7M	Buy	3,135,510 +36,470	+1%	+$876K	1.34%	15
2014 Q1	$71.3M	Sell	3,099,040 -44,790	-1%	-$1.09M	1.2%	19
2013 Q4	$84.8M	Buy	3,143,830 +11,450	+0.4%	+$293K	1.42%	15
2013 Q3	$70.8M	Sell	3,132,380 -26,630	-0.8%	-$557K	1.25%	21
2013 Q2	$57.3M	Buy	+3,159,010	New	+$59M	1.13%	25

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kalmar Investments's AOS Position: Q1 2017 in Review

Kalmar Investments reduced its A.O. Smith (AOS) stake by 78% in Q1 2017, selling an estimated $21.5M and leaving 122,791 shares worth $6.28M. The position accounts for 1.42% of the portfolio, ranked #25.

Kalmar Investments first reported a position in AOS in Q2 2013 and has held it in 16 quarters since. The position peaked at $84.8M in Q4 2013. 431 funds tracked by Wall St. Rank hold AOS as of Q1 2017.

Kalmar Investments held 122,791 shares of A.O. Smith worth $6.28M as of Q1 2017.
Kalmar Investments sold 433,885 A.O. Smith shares in Q1 2017, an estimated $21.5M.
A.O. Smith made up 1.42% of Kalmar Investments's portfolio in Q1 2017, its #25 holding.
Kalmar Investments first reported a position in A.O. Smith in Q2 2013 and has held it in 16 quarters since.
Kalmar Investments's A.O. Smith position peaked at $84.8M in Q4 2013.
431 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2017.

Based on Kalmar Investments's 13F filing for Q1 2017, filed 26 Apr 2017.