Sargent Bickham Lagudis’s A.O. Smith AOS Stock Holding History

Sargent Bickham Lagudis’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	-62	Closed	-$3K	–	980
2022 Q2	$3K	Buy	+62	New	+$3.72K	﹤0.01%	846

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

Sargent Bickham Lagudis's AOS Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of A.O. Smith (AOS) in Q3 2022, closing a stake of 62 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in AOS in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 540 funds tracked by Wall St. Rank hold AOS as of Q3 2022.

Sargent Bickham Lagudis reported no remaining A.O. Smith position as of Q3 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 62 A.O. Smith shares in Q3 2022, an estimated $3K.
Sargent Bickham Lagudis first reported a position in A.O. Smith in Q2 2022 and held it in 1 quarter.
Sargent Bickham Lagudis's A.O. Smith position peaked at $3K in Q2 2022.
540 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.