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Steward Financial Group’s A.O. Smith AOS Stock Holding History

Steward Financial Group’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
2023
Q3 		$6K Buy
+97
New +$6.89K ﹤0.01% 528
2022
Q3 		– Sell
-10
Closed – – 125
2022
Q2 		$0 Buy
+10
New +$600 ﹤0.01% 961

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Steward Financial Group's AOS Position: Q3 2023 in Review

Steward Financial Group opened a new position in A.O. Smith (AOS) in Q3 2023: 97 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AOS as recently as Q2 2022.

Steward Financial Group first reported a position in AOS in Q2 2022 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold AOS as of Q3 2023.

  • Steward Financial Group held 97 shares of A.O. Smith worth $6K as of Q3 2023.
  • A.O. Smith was a new Steward Financial Group position in Q3 2023.
  • A.O. Smith made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #528 holding.
  • Steward Financial Group first reported a position in A.O. Smith in Q2 2022 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.