Mirsky Financial Management’s A.O. Smith AOS Stock Holding History

Mirsky Financial Management’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
2021 Q4	$7.81M	Sell	91,001 -29,000	-24%	-$2.21M	3.22%	11
2021 Q3	$7.33M	Hold	120,001	–	–	3.27%	12
2021 Q2	$8.65M	Hold	120,001	–	–	3.84%	9
2021 Q1	$8.11M	Buy	+120,001	New	+$7.3M	3.77%	8

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mirsky Financial Management's AOS Position: Q4 2021 in Review

Mirsky Financial Management reduced its A.O. Smith (AOS) stake by 24% in Q4 2021, selling an estimated $2.21M and leaving 91,001 shares worth $7.81M. The position accounts for 3.22% of the portfolio, ranked #11.

Mirsky Financial Management first reported a position in AOS in Q1 2021 and has held it in 4 quarters since. The position peaked at $8.65M in Q2 2021. 580 funds tracked by Wall St. Rank hold AOS as of Q4 2021.

Mirsky Financial Management held 91,001 shares of A.O. Smith worth $7.81M as of Q4 2021.
Mirsky Financial Management sold 29,000 A.O. Smith shares in Q4 2021, an estimated $2.21M.
A.O. Smith made up 3.22% of Mirsky Financial Management's portfolio in Q4 2021, its #11 holding.
Mirsky Financial Management first reported a position in A.O. Smith in Q1 2021 and has held it in 4 quarters since.
Mirsky Financial Management's A.O. Smith position peaked at $8.65M in Q2 2021.
580 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.