LAM
Lebenthal Asset Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.59M | Sell |
31,128
-3,971
| -11% | -$203K | 0.2% | 162 |
|
|
2016
Q4 | $1.66M | Buy |
35,099
+16,344
| +87% | +$774K | 0.21% | 140 |
|
|
2016
Q3 | $1.85M | Sell |
18,755
-6,878
| -27% | -$680K | 0.24% | 131 |
|
|
2016
Q2 | $2.26M | Buy |
+25,633
| New | +$2.26M | 0.29% | 114 |
|