Savant Capital’s A.O. Smith AOS Stock Holding History

Savant Capital’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$317K	Buy	4,839 +738	+18%	+$48.4K	﹤0.01%	1345
2025 Q1	$268K	Sell	4,101 -336	-8%	-$22K	﹤0.01%	1273
2024 Q4	$303K	Buy	4,437 +114	+3%	+$7.78K	﹤0.01%	1110
2024 Q3	$388K	Sell	4,323 -20,379	-82%	-$1.83M	﹤0.01%	982
2024 Q2	$2.02M	Sell	24,702 -812	-3%	-$66.4K	0.02%	374
2024 Q1	$2.28M	Buy	25,514 +18,831	+282%	+$1.68M	0.03%	327
2023 Q4	$551K	Sell	6,683 -31	-0.5%	-$2.56K	0.01%	543
2023 Q3	$444K	Sell	6,714 -235	-3%	-$15.5K	0.01%	553
2023 Q2	$506K	Buy	6,949 +123	+2%	+$8.95K	0.01%	506
2023 Q1	$472K	Buy	6,826 +17	+0.2%	+$1.18K	0.01%	472
2022 Q4	$317K	Buy	6,809 +1,087	+19%	+$50.6K	0.01%	448
2022 Q3	$278K	Hold	5,722	–	–	0.01%	441
2022 Q2	$313K	Buy	5,722 +57	+1%	+$3.12K	0.01%	427
2022 Q1	$362K	Buy	5,665 +116	+2%	+$7.41K	0.01%	414
2021 Q4	$476K	Hold	5,549	–	–	0.02%	364
2021 Q3	$339K	Hold	5,549	–	–	0.01%	391
2021 Q2	$400K	Hold	5,549	–	–	0.02%	350
2021 Q1	$375K	Sell	5,549 -25	-0.4%	-$1.69K	0.02%	333
2020 Q4	$306K	Hold	5,574	–	–	0.02%	349
2020 Q3	$294K	Sell	5,574 -1,579	-22%	-$83.3K	0.02%	333
2020 Q2	$337K	Buy	7,153 +26	+0.4%	+$1.23K	0.03%	310
2020 Q1	$269K	Buy	7,127 +9	+0.1%	+$340	0.03%	311
2019 Q4	$339K	Buy	7,118 +58	+0.8%	+$2.76K	0.04%	267
2019 Q3	$337K	Sell	7,060 -1,119	-14%	-$53.4K	0.05%	245
2019 Q2	$386K	Buy	8,179 +39	+0.5%	+$1.84K	0.05%	225
2019 Q1	$434K	Hold	8,140	–	–	0.08%	172
2018 Q4	$348K	Buy	8,140 +40	+0.5%	+$1.71K	0.07%	182
2018 Q3	$432K	Hold	8,100	–	–	0.08%	187
2018 Q2	$479K	Hold	8,100	–	–	0.1%	150
2018 Q1	$515K	Hold	8,100	–	–	0.11%	145
2017 Q4	$496K	Hold	8,100	–	–	0.1%	153
2017 Q3	$481K	Hold	8,100	–	–	0.11%	149
2017 Q2	$456K	Hold	8,100	–	–	0.11%	150
2017 Q1	$414K	Hold	8,100	–	–	0.1%	158
2016 Q4	$384K	Buy	+8,100	New	+$384K	0.1%	158