MCM
Marsico Capital Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-111,380
| Closed | -$5.31M | – | 84 |
|
|
2019
Q4 | $5.31M | Buy |
111,380
+9,229
| +9% | +$440K | 0.19% | 56 |
|
|
2019
Q3 | $4.87M | Hold |
102,151
| – | – | 0.19% | 60 |
|
|
2019
Q2 | $4.82M | Hold |
102,151
| – | – | 0.17% | 62 |
|
|
2019
Q1 | $5.45M | Buy |
102,151
+32,029
| +46% | +$1.71M | 0.2% | 47 |
|
|
2018
Q4 | $2.99M | Buy |
70,122
+6,573
| +10% | +$281K | 0.13% | 65 |
|
|
2018
Q3 | $3.39M | Buy |
63,549
+34,943
| +122% | +$1.87M | 0.11% | 70 |
|
|
2018
Q2 | $1.69M | Buy |
+28,606
| New | +$1.69M | 0.06% | 75 |
|