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Osborn Williams & Donohoe’s A.O. Smith AOS Stock Holding History

Osborn Williams & Donohoe’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
2020
Q1 		– Sell
-6,890
Closed -$328K – 261
2019
Q4 		$328K Sell
6,890
-1,374
-17% -$66.6K 0.03% 262
2019
Q3 		$394K Buy
+8,264
New +$382K 0.04% 243
2019
Q2 		– Sell
-1,296
Closed -$71K – 335
2019
Q1 		$71K Buy
+1,296
New +$64.4K 0.01% 436

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osborn Williams & Donohoe's AOS Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of A.O. Smith (AOS) in Q1 2020, closing a stake of 6,890 shares — an estimated $328K sold.

Osborn Williams & Donohoe first reported a position in AOS in Q1 2019 and held it in 3 quarters. The position peaked at $394K in Q3 2019. 434 funds tracked by Wall St. Rank hold AOS as of Q1 2020.

  • Osborn Williams & Donohoe reported no remaining A.O. Smith position as of Q1 2020 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 6,890 A.O. Smith shares in Q1 2020, an estimated $328K.
  • Osborn Williams & Donohoe first reported a position in A.O. Smith in Q1 2019 and held it in 3 quarters.
  • Osborn Williams & Donohoe's A.O. Smith position peaked at $394K in Q3 2019.
  • 434 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.