Laird Norton Wetherby Trust Company’s A.O. Smith AOS Stock Holding History

Laird Norton Wetherby Trust Company’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
2023 Q4	–	Sell	-7,000	Closed	-$463K	–	96
2023 Q3	$463K	Hold	7,000	–	–	0.06%	68
2023 Q2	$509K	Hold	7,000	–	–	0.06%	63
2023 Q1	$484K	Hold	7,000	–	–	0.06%	65
2022 Q4	$401K	Buy	+7,000	New	+$391K	0.06%	66
2022 Q3	–	Sell	-7,000	Closed	-$382K	–	74
2022 Q2	$382K	Hold	7,000	–	–	0.05%	72
2022 Q1	$447K	Hold	7,000	–	–	0.04%	116
2021 Q4	$600K	Hold	7,000	–	–	0.06%	100
2021 Q3	$427K	Hold	7,000	–	–	0.04%	109
2021 Q2	$504K	Sell	7,000 -500	-7%	-$34.5K	0.05%	87
2021 Q1	$411K	Hold	7,500	–	–	0.05%	104
2020 Q4	$411K	Buy	+7,500	New	+$413K	0.05%	103

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Laird Norton Wetherby Trust Company's AOS Position: Q4 2023 in Review

Laird Norton Wetherby Trust Company sold out of A.O. Smith (AOS) in Q4 2023, closing a stake of 7,000 shares — an estimated $463K sold.

Laird Norton Wetherby Trust Company first reported a position in AOS in Q4 2020 and held it in 11 quarters. The position peaked at $600K in Q4 2021. 632 funds tracked by Wall St. Rank hold AOS as of Q4 2023.

Laird Norton Wetherby Trust Company reported no remaining A.O. Smith position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Trust Company sold 7,000 A.O. Smith shares in Q4 2023, an estimated $463K.
Laird Norton Wetherby Trust Company first reported a position in A.O. Smith in Q4 2020 and held it in 11 quarters.
Laird Norton Wetherby Trust Company's A.O. Smith position peaked at $600K in Q4 2021.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2023.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q4 2023, filed 14 Feb 2024.