Rosenblum Silverman Sutton’s A.O. Smith AOS Stock Holding History

Rosenblum Silverman Sutton’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 Q4	–	Sell	-77,828	Closed	-$3.71M	–	56
2019 Q3	$3.71M	Sell	77,828 -1,132	-1%	-$52.3K	1.43%	30
2019 Q2	$3.72M	Buy	78,960 +1,233	+2%	+$60.5K	1.41%	30
2019 Q1	$4.14M	Buy	+77,727	New	+$3.86M	1.64%	27

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

BBHC

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Rosenblum Silverman Sutton's AOS Position: Q4 2019 in Review

Rosenblum Silverman Sutton sold out of A.O. Smith (AOS) in Q4 2019, closing a stake of 77,828 shares — an estimated $3.71M sold.

Rosenblum Silverman Sutton first reported a position in AOS in Q1 2019 and held it in 3 quarters. The position peaked at $4.14M in Q1 2019. 465 funds tracked by Wall St. Rank hold AOS as of Q4 2019.

Rosenblum Silverman Sutton reported no remaining A.O. Smith position as of Q4 2019 after selling out during the quarter.
Rosenblum Silverman Sutton sold 77,828 A.O. Smith shares in Q4 2019, an estimated $3.71M.
Rosenblum Silverman Sutton first reported a position in A.O. Smith in Q1 2019 and held it in 3 quarters.
Rosenblum Silverman Sutton's A.O. Smith position peaked at $4.14M in Q1 2019.
465 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2019.

Based on Rosenblum Silverman Sutton's 13F filing for Q4 2019, filed 24 Jan 2020.