Summit Global Investments’s A.O. Smith AOS Stock Holding History

Summit Global Investments’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
2018 Q1	–	Sell	-7,700	Closed	-$472K	–	267
2017 Q4	$472K	Buy	+7,700	New	+$467K	0.07%	248

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Global Investments's AOS Position: Q1 2018 in Review

Summit Global Investments sold out of A.O. Smith (AOS) in Q1 2018, closing a stake of 7,700 shares — an estimated $472K sold.

Summit Global Investments first reported a position in AOS in Q4 2017 and held it in 1 quarter. The position peaked at $472K in Q4 2017. 497 funds tracked by Wall St. Rank hold AOS as of Q1 2018.

Summit Global Investments reported no remaining A.O. Smith position as of Q1 2018 after selling out during the quarter.
Summit Global Investments sold 7,700 A.O. Smith shares in Q1 2018, an estimated $472K.
Summit Global Investments first reported a position in A.O. Smith in Q4 2017 and held it in 1 quarter.
Summit Global Investments's A.O. Smith position peaked at $472K in Q4 2017.
497 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2018.

Based on Summit Global Investments's 13F filing for Q1 2018, filed 3 May 2018.