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Shine Investment Advisory Services’s A.O. Smith AOS Stock Holding History

Shine Investment Advisory Services’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
Q3 		$5K Hold
97
– – ﹤0.01% 621
2020
Q2 		$5K Hold
97
– – ﹤0.01% 629
2020
Q1 		$4K Buy
97
+47
+94% +$2K ﹤0.01% 624
2019
Q4 		$2K Hold
50
– – ﹤0.01% 702
2019
Q3 		$2K Buy
+50
New +$2.31K ﹤0.01% 692

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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 $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Shine Investment Advisory Services's AOS Position: Q3 2020 in Review

Shine Investment Advisory Services held its A.O. Smith (AOS) position steady in Q3 2020 at 97 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Shine Investment Advisory Services first reported a position in AOS in Q3 2019 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold AOS as of Q3 2020.

  • Shine Investment Advisory Services held 97 shares of A.O. Smith worth $5K as of Q3 2020.
  • Shine Investment Advisory Services left its A.O. Smith share count unchanged in Q3 2020.
  • A.O. Smith made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #621 holding.
  • Shine Investment Advisory Services first reported a position in A.O. Smith in Q3 2019 and has held it in 5 quarters since.
  • 482 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.