Northwest Investment Counselors’s A.O. Smith AOS Stock Holding History

Northwest Investment Counselors’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
2024 Q3	$15.5K	Buy	+172	New	+$14.2K	﹤0.01%	380
2024 Q2	–	Sell	-172	Closed	-$15.4K	–	164
2024 Q1	$15.4K	Buy	+172	New	+$14.2K	﹤0.01%	338
2023 Q4	–	Sell	-172	Closed	-$11.4K	–	156
2023 Q3	$11.4K	Hold	172	–	–	﹤0.01%	375
2023 Q2	$12.5K	Hold	172	–	–	﹤0.01%	365
2023 Q1	$11.9K	Hold	172	–	–	﹤0.01%	382
2022 Q4	$9.85K	Hold	172	–	–	﹤0.01%	403
2022 Q3	$8K	Hold	172	–	–	﹤0.01%	388
2022 Q2	$9K	Hold	172	–	–	﹤0.01%	367
2022 Q1	$11K	Hold	172	–	–	﹤0.01%	373
2021 Q4	$15K	Buy	+172	New	+$13.1K	﹤0.01%	326
2021 Q2	–	Sell	-172	Closed	-$12K	–	157
2021 Q1	$12K	Buy	+172	New	+$10.5K	﹤0.01%	343
2020 Q4	–	Sell	-172	Closed	-$9K	–	152
2020 Q3	$9K	Buy	+172	New	+$8.59K	﹤0.01%	329
2019 Q4	–	Sell	-172	Closed	-$8K	–	160
2019 Q3	$8K	Buy	+172	New	+$7.95K	﹤0.01%	373

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

Select Equity Group New York $19.5B AUM 17.33% 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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northwest Investment Counselors's AOS Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in A.O. Smith (AOS) in Q3 2024: 172 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in AOS as recently as Q1 2024.

Northwest Investment Counselors first reported a position in AOS in Q3 2019 and has held it in 13 quarters since. 653 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

Northwest Investment Counselors held 172 shares of A.O. Smith worth $15.5K as of Q3 2024.
A.O. Smith was a new Northwest Investment Counselors position in Q3 2024.
A.O. Smith made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #380 holding.
Northwest Investment Counselors first reported a position in A.O. Smith in Q3 2019 and has held it in 13 quarters since.
653 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.