Symmetry Partners’s A.O. Smith AOS Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-2,579	Closed	-$211K	–	120
2024 Q2	$211K	Sell	2,579 -328	-11%	-$27.8K	0.01%	491
2024 Q1	$260K	Sell	2,907 -660	-19%	-$54.4K	0.02%	460
2023 Q4	$293K	Hold	3,567	–	–	0.02%	408
2023 Q3	$236K	Hold	3,567	–	–	0.01%	480
2023 Q2	$260K	Buy	+3,567	New	+$244K	0.01%	497
2022 Q3	–	Sell	-5,707	Closed	-$312K	–	540
2022 Q2	$312K	Sell	5,707 -834	-13%	-$50K	0.02%	454
2022 Q1	$418K	Hold	6,541	–	–	0.03%	414
2021 Q4	$562K	Hold	6,541	–	–	0.04%	356
2021 Q3	$416K	Hold	6,541	–	–	0.03%	475
2021 Q2	$471K	Hold	6,541	–	–	0.03%	450
2021 Q1	$442K	Sell	6,541 -12	-0.2%	-$730	0.03%	441
2020 Q4	$359K	Buy	6,553 +1,040	+19%	+$57.3K	0.03%	477
2020 Q3	$291K	Buy	+5,513	New	+$275K	0.02%	494

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

Select Equity Group New York $20.2B AUM 17.52% 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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Symmetry Partners's AOS Position: Q3 2024 in Review

Symmetry Partners sold out of A.O. Smith (AOS) in Q3 2024, closing a stake of 2,579 shares — an estimated $211K sold.

Symmetry Partners first reported a position in AOS in Q3 2020 and held it in 13 quarters. The position peaked at $562K in Q4 2021. 653 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

Symmetry Partners reported no remaining A.O. Smith position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 2,579 A.O. Smith shares in Q3 2024, an estimated $211K.
Symmetry Partners first reported a position in A.O. Smith in Q3 2020 and held it in 13 quarters.
Symmetry Partners's A.O. Smith position peaked at $562K in Q4 2021.
653 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.