OR
AOS icon

Olympiad Research’s A.O. Smith AOS Stock Holding History

Olympiad Research’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
Q4 		– Sell
-3,935
Closed -$353K – 252
2024
Q3 		$353K Sell
3,935
-930
-19% -$77K 0.23% 143
2024
Q2 		$398K Sell
4,865
-772
-14% -$65.3K 0.29% 99
2024
Q1 		$504K Sell
5,637
-493
-8% -$40.7K 0.33% 67
2023
Q4 		$505K Sell
6,130
-916
-13% -$67.5K 0.4% 55
2023
Q3 		$466K Buy
7,046
+1,632
+30% +$116K 0.46% 37
2023
Q2 		$394K Buy
+5,414
New +$371K 0.39% 71
2022
Q3 		$251K Buy
5,164
+343
+7% +$19.7K 0.14% 170
2022
Q2 		$264K Buy
+4,821
New +$289K 0.12% 180
2020
Q3 		– Sell
-5,986
Closed -$282K – 347
2020
Q2 		$282K Sell
5,986
-4,779
-44% -$209K 0.2% 129
2020
Q1 		$407K Buy
10,765
+6,248
+138% +$266K 0.41% 51
2019
Q4 		$215K Buy
+4,517
New +$219K 0.17% 194

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Olympiad Research's AOS Position: Q4 2024 in Review

Olympiad Research sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 3,935 shares — an estimated $353K sold.

Olympiad Research first reported a position in AOS in Q4 2019 and held it in 11 quarters. The position peaked at $505K in Q4 2023. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Olympiad Research reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Olympiad Research sold 3,935 A.O. Smith shares in Q4 2024, an estimated $353K.
  • Olympiad Research first reported a position in A.O. Smith in Q4 2019 and held it in 11 quarters.
  • Olympiad Research's A.O. Smith position peaked at $505K in Q4 2023.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Olympiad Research's 13F filing for Q4 2024, filed 3 Feb 2025.