NuWave Investment Management’s A.O. Smith AOS Stock Holding History

NuWave Investment 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
2022 Q3	$207K	Buy	4,257 +2,639	+163%	+$152K	0.24%	149
2022 Q2	$88K	Sell	1,618 -2,928	-64%	-$176K	0.12%	179
2022 Q1	$290K	Buy	+4,546	New	+$331K	0.39%	87
2021 Q4	–	Sell	-3,602	Closed	-$220K	–	292
2021 Q3	$220K	Buy	+3,602	New	+$252K	0.25%	138
2021 Q1	–	Sell	-683	Closed	-$37K	–	280
2020 Q4	$37K	Sell	683 -727	-52%	-$40.1K	0.05%	261
2020 Q3	$75K	Buy	+1,410	New	+$70.4K	0.12%	210

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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

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

NuWave Investment Management's AOS Position: Q3 2022 in Review

NuWave Investment Management increased its A.O. Smith (AOS) stake by 163% in Q3 2022, buying an estimated $152K and bringing the position to 4,257 shares worth $207K. The position accounts for 0.24% of the portfolio, ranked #149.

NuWave Investment Management first reported a position in AOS in Q3 2020 and has held it in 6 quarters since. The position peaked at $290K in Q1 2022. 540 funds tracked by Wall St. Rank hold AOS as of Q3 2022.

NuWave Investment Management held 4,257 shares of A.O. Smith worth $207K as of Q3 2022.
NuWave Investment Management bought 2,639 A.O. Smith shares in Q3 2022, an estimated $152K.
A.O. Smith made up 0.24% of NuWave Investment Management's portfolio in Q3 2022, its #149 holding.
NuWave Investment Management first reported a position in A.O. Smith in Q3 2020 and has held it in 6 quarters since.
NuWave Investment Management's A.O. Smith position peaked at $290K in Q1 2022.
540 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.