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Redwood Investments’s A.O. Smith AOS Stock Holding History

Redwood Investments’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
2019
Q3 		– Sell
-4,329
Closed -$204K – 128
2019
Q2 		$204K Sell
4,329
-755
-15% -$37K 0.02% 136
2019
Q1 		$271K Buy
+5,084
New +$253K 0.02% 123
2017
Q3 		– Sell
-2,872
Closed -$162K – 127
2017
Q2 		$162K Hold
2,872
– – 0.02% 116
2017
Q1 		$147K Sell
2,872
-8,361
-74% -$415K 0.01% 115
2016
Q4 		$532K Sell
11,233
-86,165
-88% -$4.16M 0.05% 105
2016
Q3 		$4.81M Buy
97,398
+24,454
+34% +$1.14M 0.37% 92
2016
Q2 		$3.21M Sell
72,944
-5,034
-6% -$203K 0.3% 92
2016
Q1 		$2.98M Buy
77,978
+21,226
+37% +$742K 0.3% 84
2015
Q4 		$2.17M Buy
56,752
+15,430
+37% +$582K 0.23% 71
2015
Q3 		$1.35M Sell
41,322
-20,120
-33% -$688K 0.18% 86
2015
Q2 		$2.21M Buy
61,442
+5,132
+9% +$177K 0.27% 84
2015
Q1 		$1.85M Buy
56,310
+19,584
+53% +$596K 0.3% 70
2014
Q4 		$1.04M Sell
36,726
-7,298
-17% -$191K 0.16% 81
2014
Q3 		$1.04M Buy
44,024
+202
+0.5% +$4.9K 0.14% 84
2014
Q2 		$1.09M Sell
43,822
-972
-2% -$23.3K 0.14% 95
2014
Q1 		$1.03M Sell
44,794
-1,436
-3% -$35K 0.15% 87
2013
Q4 		$1.25M Sell
46,230
-230
-0.5% -$5.89K 0.19% 81
2013
Q3 		$1.05M Buy
+46,460
New +$972K 0.15% 92

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 $3.38T AUM 44.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Redwood Investments's AOS Position: Q3 2019 in Review

Redwood Investments sold out of A.O. Smith (AOS) in Q3 2019, closing a stake of 4,329 shares — an estimated $204K sold.

Redwood Investments first reported a position in AOS in Q3 2013 and held it in 18 quarters. The position peaked at $4.81M in Q3 2016. 452 funds tracked by Wall St. Rank hold AOS as of Q3 2019.

  • Redwood Investments reported no remaining A.O. Smith position as of Q3 2019 after selling out during the quarter.
  • Redwood Investments sold 4,329 A.O. Smith shares in Q3 2019, an estimated $204K.
  • Redwood Investments first reported a position in A.O. Smith in Q3 2013 and held it in 18 quarters.
  • Redwood Investments's A.O. Smith position peaked at $4.81M in Q3 2016.
  • 452 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2019.

Based on Redwood Investments's 13F filing for Q3 2019, filed 12 Nov 2019.