Lisanti Capital Growth’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,745
| Closed | -$281K | – | 118 |
|
|
2018
Q2 | $281K | Sell |
4,745
-5,005
| -51% | -$296K | 0.11% | 135 |
|
|
2018
Q1 | $620K | Hold |
9,750
| – | – | 0.3% | 105 |
|
|
2017
Q4 | $597K | Sell |
9,750
-7,870
| -45% | -$482K | 0.34% | 99 |
|
|
2017
Q3 | $1.05M | Sell |
17,620
-4,535
| -20% | -$269K | 0.66% | 65 |
|
|
2017
Q2 | $1.25M | Buy |
+22,155
| New | +$1.25M | 0.83% | 48 |
|