Sherbrooke Park Advisers’s A.O. Smith AOS Stock Holding History

Sherbrooke Park Advisers’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
2025 Q1	–	Sell	-4,433	Closed	-$302K	–	594
2024 Q4	$302K	Buy	+4,433	New	+$336K	0.1%	398
2024 Q2	–	Sell	-6,693	Closed	-$599K	–	895
2024 Q1	$599K	Buy	+6,693	New	+$552K	0.12%	304
2023 Q4	–	Sell	-17,862	Closed	-$1.18M	–	457
2023 Q3	$1.18M	Buy	17,862 +11,762	+193%	+$835K	0.37%	73
2023 Q2	$444K	Buy	+6,100	New	+$418K	0.23%	198

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 $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Sherbrooke Park Advisers's AOS Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 4,433 shares — an estimated $302K sold.

Sherbrooke Park Advisers first reported a position in AOS in Q2 2023 and held it in 4 quarters. The position peaked at $1.18M in Q3 2023. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

Sherbrooke Park Advisers reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 4,433 A.O. Smith shares in Q1 2025, an estimated $302K.
Sherbrooke Park Advisers first reported a position in A.O. Smith in Q2 2023 and held it in 4 quarters.
Sherbrooke Park Advisers's A.O. Smith position peaked at $1.18M in Q3 2023.
657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.