MIFH
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Migdal Insurance & Financial Holdings’s A.O. Smith AOS Stock Holding History

Migdal Insurance & Financial Holdings’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
2020
Q3 		– Sell
-1,053
Closed -$50K – 662
2020
Q2 		$50K Sell
1,053
-245
-19% -$10.7K ﹤0.01% 532
2020
Q1 		$49K Sell
1,298
-922
-42% -$39.3K ﹤0.01% 486
2019
Q4 		$105K Sell
2,220
-5,463
-71% -$265K ﹤0.01% 525
2019
Q3 		$367K Buy
7,683
+2,684
+54% +$124K 0.01% 368
2019
Q2 		$235K Buy
4,999
+2,270
+83% +$111K 0.01% 452
2019
Q1 		$146K Buy
2,729
+59
+2% +$2.93K ﹤0.01% 437
2018
Q4 		$114K Sell
2,670
-5,291
-66% -$243K ﹤0.01% 471
2018
Q3 		$425K Buy
7,961
+1,446
+22% +$84.9K 0.01% 408
2018
Q2 		$385K Buy
6,515
+341
+6% +$21.5K 0.01% 355
2018
Q1 		$393K Buy
+6,174
New +$398K 0.01% 293

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
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Migdal Insurance & Financial Holdings's AOS Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of A.O. Smith (AOS) in Q3 2020, closing a stake of 1,053 shares — an estimated $50K sold.

Migdal Insurance & Financial Holdings first reported a position in AOS in Q1 2018 and held it in 10 quarters. The position peaked at $425K in Q3 2018. 482 funds tracked by Wall St. Rank hold AOS as of Q3 2020.

  • Migdal Insurance & Financial Holdings reported no remaining A.O. Smith position as of Q3 2020 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,053 A.O. Smith shares in Q3 2020, an estimated $50K.
  • Migdal Insurance & Financial Holdings first reported a position in A.O. Smith in Q1 2018 and held it in 10 quarters.
  • Migdal Insurance & Financial Holdings's A.O. Smith position peaked at $425K in Q3 2018.
  • 482 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.