Polar Capital Holdings’s A.O. Smith AOS Stock Holding History

Polar Capital Holdings’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 Q4	–	Sell	-10,415	Closed	-$506K	–	318
2022 Q3	$506K	Buy	10,415 +47	+0.5%	+$2.7K	﹤0.01%	337
2022 Q2	$567K	Buy	10,368 +1,214	+13%	+$72.8K	﹤0.01%	338
2022 Q1	$585K	Buy	9,154 +33	+0.4%	+$2.4K	﹤0.01%	369
2021 Q4	$783K	Buy	+9,121	New	+$695K	﹤0.01%	343

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Polar Capital Holdings's AOS Position: Q4 2022 in Review

Polar Capital Holdings sold out of A.O. Smith (AOS) in Q4 2022, closing a stake of 10,415 shares — an estimated $506K sold.

Polar Capital Holdings first reported a position in AOS in Q4 2021 and held it in 4 quarters. The position peaked at $783K in Q4 2021. 532 funds tracked by Wall St. Rank hold AOS as of Q4 2022.

Polar Capital Holdings reported no remaining A.O. Smith position as of Q4 2022 after selling out during the quarter.
Polar Capital Holdings sold 10,415 A.O. Smith shares in Q4 2022, an estimated $506K.
Polar Capital Holdings first reported a position in A.O. Smith in Q4 2021 and held it in 4 quarters.
Polar Capital Holdings's A.O. Smith position peaked at $783K in Q4 2021.
532 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2022.

Based on Polar Capital Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.