Neuberger Berman Group’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Buy |
25,926
+7,610
| +42% | +$548K | ﹤0.01% | 1236 |
|
|
2025
Q4 | $1.22M | Sell |
18,316
-951
| -5% | -$64.3K | ﹤0.01% | 1342 |
|
|
2025
Q3 | $1.41M | Buy |
19,267
+2,599
| +16% | +$185K | ﹤0.01% | 1257 |
|
|
2025
Q2 | $1.09M | Sell |
16,668
-15,753
| -49% | -$1.03M | ﹤0.01% | 1328 |
|
|
2025
Q1 | $2.12M | Sell |
32,421
-910
| -3% | -$61.5K | ﹤0.01% | 1118 |
|
|
2024
Q4 | $2.27M | Sell |
33,331
-19,440
| -37% | -$1.47M | ﹤0.01% | 1104 |
|
|
2024
Q3 | $4.74M | Sell |
52,771
-6,627
| -11% | -$548K | ﹤0.01% | 951 |
|
|
2024
Q2 | $4.86M | Buy |
59,398
+1,895
| +3% | +$160K | ﹤0.01% | 915 |
|
|
2024
Q1 | $5.14M | Buy |
57,503
+6,745
| +13% | +$556K | ﹤0.01% | 914 |
|
|
2023
Q4 | $4.18M | Buy |
50,758
+13,099
| +35% | +$966K | ﹤0.01% | 953 |
|
|
2023
Q3 | $2.49M | Buy |
37,659
+3,738
| +11% | +$265K | ﹤0.01% | 1044 |
|
|
2023
Q2 | $2.47M | Buy |
33,921
+8,426
| +33% | +$577K | ﹤0.01% | 1035 |
|
|
2023
Q1 | $1.76M | Buy |
25,495
+476
| +2% | +$30.9K | ﹤0.01% | 1113 |
|
|
2022
Q4 | $1.43M | Sell |
25,019
-1,677
| -6% | -$93.8K | ﹤0.01% | 1142 |
|
|
2022
Q3 | $1.3M | Sell |
26,696
-5,048
| -16% | -$290K | ﹤0.01% | 1192 |
|
|
2022
Q2 | $1.74M | Sell |
31,744
-8,640
| -21% | -$518K | ﹤0.01% | 1147 |
|
|
2022
Q1 | $2.58M | Buy |
40,384
+4,709
| +13% | +$343K | ﹤0.01% | 1111 |
|
|
2021
Q4 | $2.96M | Buy |
35,675
+9,248
| +35% | +$705K | ﹤0.01% | 1101 |
|
|
2021
Q3 | $1.56M | Sell |
26,427
-2,506
| -9% | -$175K | ﹤0.01% | 1219 |
|
|
2021
Q2 | $2.05M | Sell |
28,933
-2,016
| -7% | -$139K | ﹤0.01% | 1177 |
|
|
2021
Q1 | $2.08M | Buy |
30,949
+5,275
| +21% | +$321K | ﹤0.01% | 1145 |
|
|
2020
Q4 | $1.39M | Buy |
25,674
+4,004
| +18% | +$221K | ﹤0.01% | 1179 |
|
|
2020
Q3 | $1.13M | Buy |
21,670
+22
| +0.1% | +$1.1K | ﹤0.01% | 1182 |
|
|
2020
Q2 | $1.01M | Sell |
21,648
-1,319
| -6% | -$57.6K | ﹤0.01% | 1142 |
|
|
2020
Q1 | $868K | Sell |
22,967
-917
| -4% | -$39.1K | ﹤0.01% | 1126 |
|
|
2019
Q4 | $1.14M | Sell |
23,884
-135,130
| -85% | -$6.55M | ﹤0.01% | 1134 |
|
|
2019
Q3 | $7.59M | Sell |
159,014
-268,290
| -63% | -$12.4M | 0.01% | 763 |
|
|
2019
Q2 | $20.2M | Sell |
427,304
-1,073,341
| -72% | -$52.6M | 0.02% | 600 |
|
|
2019
Q1 | $80M | Sell |
1,500,645
-62,510
| -4% | -$3.11M | 0.1% | 293 |
|
|
2018
Q4 | $66.7M | Sell |
1,563,155
-65,326
| -4% | -$3.01M | 0.09% | 302 |
|
|
2018
Q3 | $86.9M | Sell |
1,628,481
-65,913
| -4% | -$3.87M | 0.1% | 290 |
|
|
2018
Q2 | $100M | Sell |
1,694,394
-75,915
| -4% | -$4.78M | 0.11% | 261 |
|
|
2018
Q1 | $113M | Sell |
1,770,309
-55,362
| -3% | -$3.57M | 0.13% | 232 |
|
|
2017
Q4 | $112M | Sell |
1,825,671
-120,290
| -6% | -$7.3M | 0.13% | 241 |
|
|
2017
Q3 | $116M | Sell |
1,945,961
-169,795
| -8% | -$9.52M | 0.14% | 221 |
|
|
2017
Q2 | $119M | Sell |
2,115,756
-66,570
| -3% | -$3.59M | 0.15% | 203 |
|
|
2017
Q1 | $112M | Sell |
2,182,326
-16,219
| -0.7% | -$805K | 0.14% | 225 |
|
|
2016
Q4 | $104M | Sell |
2,198,545
-99,489
| -4% | -$4.8M | 0.14% | 231 |
|
|
2016
Q3 | $114M | Sell |
2,298,034
-195,434
| -8% | -$9.13M | 0.15% | 208 |
|
|
2016
Q2 | $110M | Sell |
2,493,468
-80,116
| -3% | -$3.23M | 0.15% | 202 |
|
|
2016
Q1 | $98.2M | Sell |
2,573,584
-73,484
| -3% | -$2.57M | 0.14% | 224 |
|
|
2015
Q4 | $101M | Sell |
2,647,068
-181,482
| -6% | -$6.85M | 0.13% | 223 |
|
|
2015
Q3 | $92.2M | Sell |
2,828,550
-80,780
| -3% | -$2.76M | 0.12% | 247 |
|
|
2015
Q2 | $105M | Sell |
2,909,330
-147,170
| -5% | -$5.07M | 0.12% | 252 |
|
|
2015
Q1 | $100M | Sell |
3,056,500
-102,412
| -3% | -$3.11M | 0.11% | 273 |
|
|
2014
Q4 | $89.1M | Sell |
3,158,912
-183,104
| -5% | -$4.78M | 0.09% | 295 |
|
|
2014
Q3 | $79M | Sell |
3,342,016
-206,400
| -6% | -$5.01M | 0.08% | 327 |
|
|
2014
Q2 | $88M | Sell |
3,548,416
-110,684
| -3% | -$2.66M | 0.09% | 331 |
|
|
2014
Q1 | $84.2M | Sell |
3,659,100
-157,240
| -4% | -$3.83M | 0.09% | 337 |
|
|
2013
Q4 | $103M | Sell |
3,816,340
-17,080
| -0.4% | -$438K | 0.11% | 294 |
|
|
2013
Q3 | $86.6M | Buy |
3,833,420
+404
| +0% | +$8.45K | 0.1% | 306 |
|
|
2013
Q2 | $69.5M | Buy |
+3,833,016
| New | +$71.6M | 0.08% | 330 |
|
Other funds holding AOS
VCM
VPM
