LCG
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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

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State Street
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Janus Henderson Group
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Brown Advisory
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Morgan Stanley
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AllianceBernstein
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Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return