Moody Aldrich Partners’s A.O. Smith AOS Stock Holding History

Moody Aldrich Partners’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 Q2	–	Sell	-11,455	Closed	-$774K	–	172
2021 Q1	$774K	Hold	11,455	–	–	0.11%	135
2020 Q4	$628K	Hold	11,455	–	–	0.1%	131
2020 Q3	$605K	Hold	11,455	–	–	0.13%	120
2020 Q2	$540K	Buy	+11,455	New	+$500K	0.11%	122
2020 Q1	–	Sell	-5,251	Closed	-$250K	–	134
2019 Q4	$250K	Buy	+5,251	New	+$255K	0.05%	136
2018 Q3	–	Sell	-3,576	Closed	-$212K	–	107
2018 Q2	$212K	Sell	3,576 -5	-0.1%	-$315	0.08%	95
2018 Q1	$228K	Sell	3,581 -5	-0.1%	-$323	0.15%	85
2017 Q4	$220K	Sell	3,586 -8	-0.2%	-$485	0.18%	86
2017 Q3	$214K	Sell	3,594 -20	-0.6%	-$1.12K	0.22%	90
2017 Q2	$204K	Buy	+3,614	New	+$195K	0.25%	94
2017 Q1	–	Sell	-4,569	Closed	-$216K	–	91
2016 Q4	$216K	Sell	4,569 -363	-7%	-$17.5K	0.14%	86
2016 Q3	$244K	Sell	4,932 -160	-3%	-$7.47K	0.17%	93
2016 Q2	$224K	Buy	+5,092	New	+$206K	0.19%	88

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Moody Aldrich Partners's AOS Position: Q2 2021 in Review

Moody Aldrich Partners sold out of A.O. Smith (AOS) in Q2 2021, closing a stake of 11,455 shares — an estimated $774K sold.

Moody Aldrich Partners first reported a position in AOS in Q2 2016 and held it in 13 quarters. The position peaked at $774K in Q1 2021. 542 funds tracked by Wall St. Rank hold AOS as of Q2 2021.

Moody Aldrich Partners reported no remaining A.O. Smith position as of Q2 2021 after selling out during the quarter.
Moody Aldrich Partners sold 11,455 A.O. Smith shares in Q2 2021, an estimated $774K.
Moody Aldrich Partners first reported a position in A.O. Smith in Q2 2016 and held it in 13 quarters.
Moody Aldrich Partners's A.O. Smith position peaked at $774K in Q1 2021.
542 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2021.

Based on Moody Aldrich Partners's 13F filing for Q2 2021, filed 4 Aug 2021.