RBA
Richard Bernstein Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-84,747
| Closed | -$4.52M | – | 226 |
|
|
2019
Q1 | $4.52M | Hold |
84,747
| – | – | 0.15% | 117 |
|
|
2018
Q4 | $3.62M | Hold |
84,747
| – | – | 0.13% | 146 |
|
|
2018
Q3 | $4.52M | Buy |
84,747
+18,037
| +27% | +$963K | 0.13% | 155 |
|
|
2018
Q2 | $3.95M | Buy |
+66,710
| New | +$3.95M | 0.13% | 169 |
|