Monument Capital Management’s A.O. Smith AOS Stock Holding History

Monument Capital 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
2023 Q3	–	Sell	-40,016	Closed	-$2.91M	–	166
2023 Q2	$2.91M	Sell	40,016 -1,091	-3%	-$74.7K	0.93%	28
2023 Q1	$2.84M	Sell	41,107 -505	-1%	-$32.8K	0.95%	29
2022 Q4	$2.38M	Buy	41,612 +1,461	+4%	+$81.7K	0.81%	37
2022 Q3	$1.95M	Buy	40,151 +4,362	+12%	+$251K	0.73%	39
2022 Q2	$1.96M	Sell	35,789 -2,706	-7%	-$162K	0.74%	36
2022 Q1	$2.46M	Buy	38,495 +10	+0%	+$728	0.8%	31
2021 Q4	$3.3M	Sell	38,485 -2,925	-7%	-$223K	1.03%	24
2021 Q3	$2.53M	Sell	41,410 -1,279	-3%	-$89.3K	0.86%	30
2021 Q2	$3.08M	Buy	42,689 +2,507	+6%	+$173K	1.06%	24
2021 Q1	$2.72M	Buy	+40,182	New	+$2.44M	1.09%	25

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

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Monument Capital Management's AOS Position: Q3 2023 in Review

Monument Capital Management sold out of A.O. Smith (AOS) in Q3 2023, closing a stake of 40,016 shares — an estimated $2.91M sold.

Monument Capital Management first reported a position in AOS in Q1 2021 and held it in 10 quarters. The position peaked at $3.3M in Q4 2021. 577 funds tracked by Wall St. Rank hold AOS as of Q3 2023.

Monument Capital Management reported no remaining A.O. Smith position as of Q3 2023 after selling out during the quarter.
Monument Capital Management sold 40,016 A.O. Smith shares in Q3 2023, an estimated $2.91M.
Monument Capital Management first reported a position in A.O. Smith in Q1 2021 and held it in 10 quarters.
Monument Capital Management's A.O. Smith position peaked at $3.3M in Q4 2021.
577 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2023.

Based on Monument Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.