Systematic Portfolios’s A.O. Smith AOS Stock Holding History

Systematic Portfolios’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 Q2	–	Sell	-2,519	Closed	-$225K	–	69
2024 Q1	$225K	Buy	+2,519	New	+$208K	0.74%	71

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Systematic Portfolios's AOS Position: Q2 2024 in Review

Systematic Portfolios sold out of A.O. Smith (AOS) in Q2 2024, closing a stake of 2,519 shares — an estimated $225K sold.

Systematic Portfolios first reported a position in AOS in Q1 2024 and held it in 1 quarter. The position peaked at $225K in Q1 2024. 642 funds tracked by Wall St. Rank hold AOS as of Q2 2024.

Systematic Portfolios reported no remaining A.O. Smith position as of Q2 2024 after selling out during the quarter.
Systematic Portfolios sold 2,519 A.O. Smith shares in Q2 2024, an estimated $225K.
Systematic Portfolios first reported a position in A.O. Smith in Q1 2024 and held it in 1 quarter.
Systematic Portfolios's A.O. Smith position peaked at $225K in Q1 2024.
642 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2024.

Based on Systematic Portfolios's 13F filing for Q2 2024, filed 14 Aug 2024.