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

Lion Street Advisors’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
2020 Q2	–	Sell	-146	Closed	-$6K	–	52
2020 Q1	$6K	Buy	+146	New	+$6.22K	0.03%	221

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Lion Street Advisors's AOS Position: Q2 2020 in Review

Lion Street Advisors sold out of A.O. Smith (AOS) in Q2 2020, closing a stake of 146 shares — an estimated $6K sold.

Lion Street Advisors first reported a position in AOS in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 476 funds tracked by Wall St. Rank hold AOS as of Q2 2020.

Lion Street Advisors reported no remaining A.O. Smith position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 146 A.O. Smith shares in Q2 2020, an estimated $6K.
Lion Street Advisors first reported a position in A.O. Smith in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's A.O. Smith position peaked at $6K in Q1 2020.
476 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.