SRAM
AOS icon

Stone Ridge Asset Management’s A.O. Smith AOS Stock Holding History

Stone Ridge Asset Management’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 		– Sell
-13,719
Closed -$646K – 28
2020
Q2 		$646K Sell
13,719
-6,000
-30% -$262K 0.1% 205
2020
Q1 		$746K Sell
19,719
-35,900
-65% -$1.53M 0.08% 279
2019
Q4 		$2.65M Sell
55,619
-500
-0.9% -$24.2K 0.16% 140
2019
Q3 		$2.68M Buy
56,119
+6,700
+14% +$310K 0.16% 137
2019
Q2 		$2.33M Sell
49,419
-18,500
-27% -$907K 0.14% 165
2019
Q1 		$3.62M Buy
67,919
+3,566
+6% +$177K 0.21% 88
2018
Q4 		$2.75M Buy
64,353
+36,795
+134% +$1.69M 0.17% 99
2018
Q3 		$1.47M Buy
27,558
+3,100
+13% +$182K 0.08% 292
2018
Q2 		$1.45M Hold
24,458
– – 0.08% 272
2018
Q1 		$1.55M Sell
24,458
-39,500
-62% -$2.55M 0.09% 234
2017
Q4 		$3.92M Buy
+63,958
New +$3.88M 0.25% 66

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $91.6B 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