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Marino Stram & Associates’s A.O. Smith AOS Stock Holding History

Marino Stram & Associates’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
2019
Q2 		– Sell
-85
Closed -$5K – 109
2019
Q1 		$5K Buy
85
+2
+2% +$99 ﹤0.01% 355
2018
Q4 		$4K Buy
83
+29
+54% +$1.33K ﹤0.01% 349
2018
Q3 		$3K Hold
54
– – ﹤0.01% 380
2018
Q2 		$3K Sell
54
-47
-47% -$2.96K ﹤0.01% 377
2018
Q1 		$6K Buy
101
+1
+1% +$65 0.01% 355
2017
Q4 		$6K Buy
+100
New +$6.07K 0.01% 356

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marino Stram & Associates's AOS Position: Q2 2019 in Review

Marino Stram & Associates sold out of A.O. Smith (AOS) in Q2 2019, closing a stake of 85 shares — an estimated $5K sold.

Marino Stram & Associates first reported a position in AOS in Q4 2017 and held it in 6 quarters. The position peaked at $6K in Q1 2018. 479 funds tracked by Wall St. Rank hold AOS as of Q2 2019.

  • Marino Stram & Associates reported no remaining A.O. Smith position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 85 A.O. Smith shares in Q2 2019, an estimated $5K.
  • Marino Stram & Associates first reported a position in A.O. Smith in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's A.O. Smith position peaked at $6K in Q1 2018.
  • 479 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.