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

Kennedy 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
2017
Q2 		– Sell
-119,477
Closed -$6.11M – 705
2017
Q1 		$6.11M Sell
119,477
-12,649
-10% -$628K 0.11% 337
2016
Q4 		$6.26M Buy
132,126
+21,858
+20% +$1.05M 0.11% 322
2016
Q3 		$5.45M Sell
110,268
-80,568
-42% -$3.76M 0.1% 343
2016
Q2 		$8.41M Sell
190,836
-53,042
-22% -$2.14M 0.17% 207
2016
Q1 		$9.3M Sell
243,878
-1,454
-0.6% -$50.8K 0.19% 172
2015
Q4 		$9.4M Sell
245,332
-197,230
-45% -$7.44M 0.19% 170
2015
Q3 		$14.4M Sell
442,562
-252,940
-36% -$8.65M 0.3% 79
2015
Q2 		$25M Sell
695,502
-14,770
-2% -$509K 0.45% 35
2015
Q1 		$23.3M Sell
710,272
-18,002
-2% -$547K 0.41% 41
2014
Q4 		$20.5M Buy
728,274
+52,388
+8% +$1.37M 0.38% 46
2014
Q3 		$16M Buy
675,886
+85,900
+15% +$2.09M 0.31% 70
2014
Q2 		$14.6M Sell
589,986
-8,864
-1% -$213K 0.27% 106
2014
Q1 		$13.8M Buy
598,850
+26,518
+5% +$646K 0.26% 109
2013
Q4 		$15.4M Buy
572,332
+4,006
+0.7% +$103K 0.29% 91
2013
Q3 		$12.8M Buy
568,326
+8,594
+2% +$180K 0.25% 116
2013
Q2 		$10.2M Buy
+559,732
New +$10.5M 0.21% 164

Other funds holding AOS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return