SFSIG
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San Francisco Sentry Investment Group’s A.O. Smith AOS Stock Holding History

San Francisco Sentry Investment Group’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
Q1 		– Sell
-76
Closed -$4K – 878
2019
Q4 		$4K Hold
76
– – ﹤0.01% 649
2019
Q3 		$4K Hold
76
– – ﹤0.01% 648
2019
Q2 		$4K Hold
76
– – ﹤0.01% 648
2019
Q1 		$4K Hold
76
– – ﹤0.01% 664
2018
Q4 		$3K Buy
+76
New +$3.5K ﹤0.01% 689

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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 $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

San Francisco Sentry Investment Group's AOS Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of A.O. Smith (AOS) in Q1 2020, closing a stake of 76 shares — an estimated $4K sold.

San Francisco Sentry Investment Group first reported a position in AOS in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 435 funds tracked by Wall St. Rank hold AOS as of Q1 2020.

  • San Francisco Sentry Investment Group reported no remaining A.O. Smith position as of Q1 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 76 A.O. Smith shares in Q1 2020, an estimated $4K.
  • San Francisco Sentry Investment Group first reported a position in A.O. Smith in Q4 2018 and held it in 5 quarters.
  • San Francisco Sentry Investment Group's A.O. Smith position peaked at $4K in Q4 2019.
  • 435 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.