Piedmont Investment Advisors’s A.O. Smith AOS Stock Holding History

Piedmont Investment Advisors’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	-4,243	Closed	-$202K	–	807
2019 Q4	$202K	Buy	+4,243	New	+$206K	0.01%	891
2019 Q2	–	Sell	-12,633	Closed	-$674K	–	959
2019 Q1	$674K	Buy	12,633 +225	+2%	+$11.2K	0.03%	405
2018 Q4	$530K	Buy	12,408 +673	+6%	+$31K	0.03%	441
2018 Q3	$626K	Buy	11,735 +10,093	+615%	+$593K	0.03%	429
2018 Q2	$97K	Buy	+1,642	New	+$103K	﹤0.01%	1107
2014 Q1	–	Sell	-42	Closed	-$1.13K	–	320
2013 Q4	$1.13K	Hold	42	–	–	﹤0.01%	320
2013 Q3	$949	Buy	+42	New	+$879	﹤0.01%	274

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

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 Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Piedmont Investment Advisors's AOS Position: Q1 2020 in Review

Piedmont Investment Advisors sold out of A.O. Smith (AOS) in Q1 2020, closing a stake of 4,243 shares — an estimated $202K sold.

Piedmont Investment Advisors first reported a position in AOS in Q3 2013 and held it in 7 quarters. The position peaked at $674K in Q1 2019. 434 funds tracked by Wall St. Rank hold AOS as of Q1 2020.

Piedmont Investment Advisors reported no remaining A.O. Smith position as of Q1 2020 after selling out during the quarter.
Piedmont Investment Advisors sold 4,243 A.O. Smith shares in Q1 2020, an estimated $202K.
Piedmont Investment Advisors first reported a position in A.O. Smith in Q3 2013 and held it in 7 quarters.
Piedmont Investment Advisors's A.O. Smith position peaked at $674K in Q1 2019.
434 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2020.

Based on Piedmont Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.