OCM
AOS icon

Ovata Capital Management’s A.O. Smith AOS Stock Holding History

Ovata Capital 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
2020
Q3 		– Sell
-320
Closed -$15K – 78
2020
Q2 		$15K Buy
+320
New +$14K ﹤0.01% 161

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Ovata Capital Management's AOS Position: Q3 2020 in Review

Ovata Capital Management sold out of A.O. Smith (AOS) in Q3 2020, closing a stake of 320 shares — an estimated $15K sold.

Ovata Capital Management first reported a position in AOS in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 481 funds tracked by Wall St. Rank hold AOS as of Q3 2020.

  • Ovata Capital Management reported no remaining A.O. Smith position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 320 A.O. Smith shares in Q3 2020, an estimated $15K.
  • Ovata Capital Management first reported a position in A.O. Smith in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's A.O. Smith position peaked at $15K in Q2 2020.
  • 481 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.