LSAG
AOS icon

Lake Street Advisors Group’s A.O. Smith AOS Stock Holding History

Lake Street Advisors Group’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
Q4 		– Sell
-2,396
Closed -$215K – 650
2024
Q3 		$215K Buy
+2,396
New +$198K 0.01% 541
2024
Q2 		– Sell
-2,246
Closed -$201K – 627
2024
Q1 		$201K Buy
+2,246
New +$185K 0.01% 561

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lake Street Advisors Group's AOS Position: Q4 2024 in Review

Lake Street Advisors Group sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,396 shares — an estimated $215K sold.

Lake Street Advisors Group first reported a position in AOS in Q1 2024 and held it in 2 quarters. The position peaked at $215K in Q3 2024. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Lake Street Advisors Group reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 2,396 A.O. Smith shares in Q4 2024, an estimated $215K.
  • Lake Street Advisors Group first reported a position in A.O. Smith in Q1 2024 and held it in 2 quarters.
  • Lake Street Advisors Group's A.O. Smith position peaked at $215K in Q3 2024.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.