Nine Chapters Capital Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,200
| Closed | -$300K | – | 40 |
|
|
2015
Q3 | $300K | Buy |
+9,200
| New | +$300K | 0.03% | 725 |
|
|
2014
Q3 | – | Sell |
-42,400
| Closed | -$1.05M | – | 984 |
|
|
2014
Q2 | $1.05M | Sell |
42,400
-22,600
| -35% | -$560K | 0.09% | 326 |
|
|
2014
Q1 | $1.5M | Buy |
65,000
+20,200
| +45% | +$465K | 0.18% | 159 |
|
|
2013
Q4 | $1.21M | Buy |
+44,800
| New | +$1.21M | 0.12% | 247 |
|
|
2013
Q3 | – | Sell |
-11,200
| Closed | -$203K | – | 748 |
|
|
2013
Q2 | $203K | Buy |
+11,200
| New | +$203K | 0.04% | 541 |
|