Sandy Spring Bank’s A.O. Smith AOS Stock Holding History

Sandy Spring Bank’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
2022 Q3	–	Sell	-54	Closed	-$3K	–	1125
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	1003
2022 Q1	$3K	Hold	54	–	–	﹤0.01%	1008
2021 Q4	$5K	Buy	+54	New	+$4.12K	﹤0.01%	1010
2020 Q1	–	Sell	-85	Closed	-$4K	–	897
2019 Q4	$4K	Buy	+85	New	+$4.12K	﹤0.01%	780

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BBHC

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sandy Spring Bank's AOS Position: Q3 2022 in Review

Sandy Spring Bank sold out of A.O. Smith (AOS) in Q3 2022, closing a stake of 54 shares — an estimated $3K sold.

Sandy Spring Bank first reported a position in AOS in Q4 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 540 funds tracked by Wall St. Rank hold AOS as of Q3 2022.

Sandy Spring Bank reported no remaining A.O. Smith position as of Q3 2022 after selling out during the quarter.
Sandy Spring Bank sold 54 A.O. Smith shares in Q3 2022, an estimated $3K.
Sandy Spring Bank first reported a position in A.O. Smith in Q4 2019 and held it in 4 quarters.
Sandy Spring Bank's A.O. Smith position peaked at $5K in Q4 2021.
540 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2022.

Based on Sandy Spring Bank's 13F filing for Q3 2022, filed 2 Nov 2022.