Lisanti Capital Growth’s A.O. Smith AOS Stock Holding History

Lisanti Capital Growth’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
2018 Q3	–	Sell	-4,745	Closed	-$281K	–	118
2018 Q2	$281K	Sell	4,745 -5,005	-51%	-$315K	0.11%	135
2018 Q1	$620K	Hold	9,750	–	–	0.3%	105
2017 Q4	$597K	Sell	9,750 -7,870	-45%	-$478K	0.34%	99
2017 Q3	$1.05M	Sell	17,620 -4,535	-20%	-$254K	0.66%	65
2017 Q2	$1.25M	Buy	+22,155	New	+$1.2M	0.83%	48

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

PAMU

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Lisanti Capital Growth's AOS Position: Q3 2018 in Review

Lisanti Capital Growth sold out of A.O. Smith (AOS) in Q3 2018, closing a stake of 4,745 shares — an estimated $281K sold.

Lisanti Capital Growth first reported a position in AOS in Q2 2017 and held it in 5 quarters. The position peaked at $1.25M in Q2 2017. 508 funds tracked by Wall St. Rank hold AOS as of Q3 2018.

Lisanti Capital Growth reported no remaining A.O. Smith position as of Q3 2018 after selling out during the quarter.
Lisanti Capital Growth sold 4,745 A.O. Smith shares in Q3 2018, an estimated $281K.
Lisanti Capital Growth first reported a position in A.O. Smith in Q2 2017 and held it in 5 quarters.
Lisanti Capital Growth's A.O. Smith position peaked at $1.25M in Q2 2017.
508 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2018.

Based on Lisanti Capital Growth's 13F filing for Q3 2018, filed 5 Nov 2018.