RIM
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Rampart Investment Management’s A.O. Smith AOS Stock Holding History

Rampart Investment 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
Q4 		– Sell
-570
Closed -$30K – 30
2020
Q3 		$30K Sell
570
-456
-44% -$22.8K 0.02% 365
2020
Q2 		$48K Buy
1,026
+28
+3% +$1.22K 0.01% 505
2020
Q1 		$38K Sell
998
-832
-45% -$35.5K 0.02% 466
2019
Q4 		$87K Buy
1,830
+44
+2% +$2.13K 0.01% 522
2019
Q3 		$85K Sell
1,786
-80
-4% -$3.7K 0.01% 513
2019
Q2 		$88K Sell
1,866
-264
-12% -$12.9K 0.01% 522
2019
Q1 		$114K Buy
2,130
+735
+53% +$36.5K 0.01% 498
2018
Q4 		$60K Sell
1,395
-2,887
-67% -$133K 0.02% 482
2018
Q3 		$77.6K Buy
4,282
+2,798
+189% +$164K 0.03% 429
2018
Q2 		$88K Sell
1,484
-18,316
-93% -$1.15M 0.01% 512
2018
Q1 		$1.26M Buy
19,800
+17,955
+973% +$1.16M 0.12% 219
2017
Q4 		$113K Sell
1,845
-22
-1% -$1.33K 0.04% 408
2017
Q3 		$111K Buy
+1,867
New +$105K 0.04% 451

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
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
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 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

Rampart Investment Management's AOS Position: Q4 2020 in Review

Rampart Investment Management sold out of A.O. Smith (AOS) in Q4 2020, closing a stake of 570 shares — an estimated $30K sold.

Rampart Investment Management first reported a position in AOS in Q3 2017 and held it in 13 quarters. The position peaked at $1.26M in Q1 2018. 517 funds tracked by Wall St. Rank hold AOS as of Q4 2020.

  • Rampart Investment Management reported no remaining A.O. Smith position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 570 A.O. Smith shares in Q4 2020, an estimated $30K.
  • Rampart Investment Management first reported a position in A.O. Smith in Q3 2017 and held it in 13 quarters.
  • Rampart Investment Management's A.O. Smith position peaked at $1.26M in Q1 2018.
  • 517 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.