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Mitsubishi UFJ Morgan Stanley Securities’s A.O. Smith AOS Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
2023
Q1 		– Sell
-100
Closed -$6K – 27
2022
Q4 		$6K Sell
100
-100
-50% -$5.59K 0.05% 141
2022
Q3 		$10K Hold
200
– – 0.13% 106
2022
Q2 		$11K Hold
200
– – 0.01% 107
2022
Q1 		$13K Sell
200
-630
-76% -$45.8K 0.01% 105
2021
Q4 		$71K Buy
+830
New +$63.3K 0.03% 77

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's AOS Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of A.O. Smith (AOS) in Q1 2023, closing a stake of 100 shares — an estimated $6K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in AOS in Q4 2021 and held it in 5 quarters. The position peaked at $71K in Q4 2021. 545 funds tracked by Wall St. Rank hold AOS as of Q1 2023.

  • Mitsubishi UFJ Morgan Stanley Securities reported no remaining A.O. Smith position as of Q1 2023 after selling out during the quarter.
  • Mitsubishi UFJ Morgan Stanley Securities sold 100 A.O. Smith shares in Q1 2023, an estimated $6K.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in A.O. Smith in Q4 2021 and held it in 5 quarters.
  • Mitsubishi UFJ Morgan Stanley Securities's A.O. Smith position peaked at $71K in Q4 2021.
  • 545 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.