Tuttle Capital Management’s A.O. Smith AOS Stock Holding History

Tuttle Capital 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
2021 Q1	–	Sell	-13,948	Closed	-$765K	–	246
2020 Q4	$765K	Buy	+13,948	New	+$769K	0.59%	43
2019 Q4	–	Sell	-17,920	Closed	-$834K	–	99
2019 Q3	$834K	Buy	+17,920	New	+$829K	0.22%	119
2019 Q2	–	Sell	-29,042	Closed	-$1.55M	–	93
2019 Q1	$1.55M	Buy	+29,042	New	+$1.44M	0.31%	92

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 $3.37T AUM 44.26% 1-Year Est. Return

PAMU

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Tuttle Capital Management's AOS Position: Q1 2021 in Review

Tuttle Capital Management sold out of A.O. Smith (AOS) in Q1 2021, closing a stake of 13,948 shares — an estimated $765K sold.

Tuttle Capital Management first reported a position in AOS in Q1 2019 and held it in 3 quarters. The position peaked at $1.55M in Q1 2019. 527 funds tracked by Wall St. Rank hold AOS as of Q1 2021.

Tuttle Capital Management reported no remaining A.O. Smith position as of Q1 2021 after selling out during the quarter.
Tuttle Capital Management sold 13,948 A.O. Smith shares in Q1 2021, an estimated $765K.
Tuttle Capital Management first reported a position in A.O. Smith in Q1 2019 and held it in 3 quarters.
Tuttle Capital Management's A.O. Smith position peaked at $1.55M in Q1 2019.
527 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2021.

Based on Tuttle Capital Management's 13F filing for Q1 2021, filed 27 Apr 2021.