Lee, Danner & Bass’s A.O. Smith AOS Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-1,300	Closed	-$88.7K	–	246
2024 Q4	$88.7K	Buy	+1,300	New	+$98.5K	0.01%	288

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 $3.37T AUM 44.26% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Lee, Danner & Bass's AOS Position: Q1 2025 in Review

Lee, Danner & Bass sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 1,300 shares — an estimated $88.7K sold.

Lee, Danner & Bass first reported a position in AOS in Q4 2024 and held it in 1 quarter. The position peaked at $88.7K in Q4 2024. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

Lee, Danner & Bass reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,300 A.O. Smith shares in Q1 2025, an estimated $88.7K.
Lee, Danner & Bass first reported a position in A.O. Smith in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's A.O. Smith position peaked at $88.7K in Q4 2024.
657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.