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Monarch Partners Asset Management’s A.O. Smith AOS Stock Holding History

Monarch Partners Asset 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
2020
Q3 		– Sell
-6,764
Closed -$319K – 161
2020
Q2 		$319K Buy
+6,764
New +$295K 0.08% 164

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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 $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Monarch Partners Asset Management's AOS Position: Q3 2020 in Review

Monarch Partners Asset Management sold out of A.O. Smith (AOS) in Q3 2020, closing a stake of 6,764 shares — an estimated $319K sold.

Monarch Partners Asset Management first reported a position in AOS in Q2 2020 and held it in 1 quarter. The position peaked at $319K in Q2 2020. 481 funds tracked by Wall St. Rank hold AOS as of Q3 2020.

  • Monarch Partners Asset Management reported no remaining A.O. Smith position as of Q3 2020 after selling out during the quarter.
  • Monarch Partners Asset Management sold 6,764 A.O. Smith shares in Q3 2020, an estimated $319K.
  • Monarch Partners Asset Management first reported a position in A.O. Smith in Q2 2020 and held it in 1 quarter.
  • Monarch Partners Asset Management's A.O. Smith position peaked at $319K in Q2 2020.
  • 481 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2020.

Based on Monarch Partners Asset Management's 13F filing for Q3 2020, filed 5 Nov 2020.