Laurie J. Hall Trustee’s A.O. Smith AOS Stock Holding History

Laurie J. Hall Trustee’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 Q3	–	Sell	-66	Closed	-$5K	–	257
2023 Q2	$5K	Sell	66 -70	-51%	-$4.79K	﹤0.01%	243
2023 Q1	$9K	Buy	+136	New	+$8.84K	﹤0.01%	230

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Laurie J. Hall Trustee's AOS Position: Q3 2023 in Review

Laurie J. Hall Trustee sold out of A.O. Smith (AOS) in Q3 2023, closing a stake of 66 shares — an estimated $5K sold.

Laurie J. Hall Trustee first reported a position in AOS in Q1 2023 and held it in 2 quarters. The position peaked at $9K in Q1 2023. 577 funds tracked by Wall St. Rank hold AOS as of Q3 2023.

Laurie J. Hall Trustee reported no remaining A.O. Smith position as of Q3 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 66 A.O. Smith shares in Q3 2023, an estimated $5K.
Laurie J. Hall Trustee first reported a position in A.O. Smith in Q1 2023 and held it in 2 quarters.
Laurie J. Hall Trustee's A.O. Smith position peaked at $9K in Q1 2023.
577 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2023, filed 12 Oct 2023.