Twin Tree Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.87M | Buy |
+28,299
| New | +$2.04M | 0.39% | 510 |
|
|
2025
Q4 | – | Hold |
0
| – | – | – | 1392 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 1456 |
|
|
2025
Q2 | – | Sell |
-30,362
| Closed | -$1.98M | – | 1599 |
|
|
2025
Q1 | $1.98M | Sell |
30,362
-19,729
| -39% | -$1.33M | 0.04% | 1148 |
|
|
2024
Q4 | $3.42M | Buy |
50,091
+42,859
| +593% | +$3.25M | 0.08% | 1031 |
|
|
2024
Q3 | $650K | Buy |
+7,232
| New | +$598K | 0.02% | 1276 |
|
|
2024
Q2 | – | Sell |
-737
| Closed | -$62.4K | – | 1347 |
|
|
2024
Q1 | $65.9K | Buy |
737
+166
| +29% | +$13.7K | ﹤0.01% | 1169 |
|
|
2023
Q4 | $47.1K | Sell |
571
-6,689
| -92% | -$493K | ﹤0.01% | 1290 |
|
|
2023
Q3 | $480K | Buy |
7,260
+3,791
| +109% | +$269K | 0.02% | 1031 |
|
|
2023
Q2 | $252K | Buy |
+3,469
| New | +$237K | 0.01% | 1102 |
|
|
2022
Q3 | – | Sell |
-80,674
| Closed | -$4.41M | – | 1315 |
|
|
2022
Q2 | $4.41M | Buy |
80,674
+31,852
| +65% | +$1.91M | 0.08% | 884 |
|
|
2022
Q1 | $3.12M | Buy |
48,822
+39,933
| +449% | +$2.91M | 0.06% | 1065 |
|
|
2021
Q4 | $763K | Buy |
8,889
+2,730
| +44% | +$208K | 0.02% | 1282 |
|
|
2021
Q3 | $376K | Buy |
+6,159
| New | +$430K | 0.01% | 1328 |
|
|
2021
Q2 | – | Sell |
-114
| Closed | -$8K | – | 1325 |
|
|
2021
Q1 | $8K | Buy |
+114
| New | +$6.93K | ﹤0.01% | 1269 |
|
|
2020
Q2 | – | Sell |
-103
| Closed | -$4K | – | 1451 |
|
|
2020
Q1 | $4K | Buy |
+103
| New | +$4.39K | ﹤0.01% | 1287 |
|
|
2019
Q3 | – | Sell |
-55
| Closed | -$3K | – | 1212 |
|
|
2019
Q2 | $3K | Buy |
+55
| New | +$2.7K | ﹤0.01% | 1195 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1302 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1327 |
|
|
2018
Q3 | – | Sell |
-14,556
| Closed | -$855K | – | 1051 |
|
|
2018
Q2 | $861K | Sell |
14,556
-1,430
| -9% | -$90.1K | 0.05% | 809 |
|
|
2018
Q1 | $1.02M | Buy |
+15,986
| New | +$1.03M | 0.09% | 665 |
|
|
2017
Q2 | – | Sell |
-15,246
| Closed | -$780K | – | 956 |
|
|
2017
Q1 | $780K | Buy |
15,246
+2,882
| +23% | +$143K | 0.08% | 721 |
|
|
2016
Q4 | $585K | Buy |
+12,364
| New | +$596K | 0.06% | 871 |
|
|
2016
Q3 | – | Sell |
-21,740
| Closed | -$958K | – | 1133 |
|
|
2016
Q2 | $958K | Sell |
21,740
-21,736
| -50% | -$877K | 0.2% | 676 |
|
|
2016
Q1 | $1.66M | Buy |
43,476
+35,236
| +428% | +$1.23M | 0.42% | 459 |
|
|
2015
Q4 | $316K | Buy |
8,240
+8,234
| +137,233% | +$311K | 0.08% | 994 |
|
|
2015
Q3 | $0 | Sell |
6
-11,422
| -100% | -$390K | ﹤0.01% | 1307 |
|
|
2015
Q2 | $411K | Buy |
+11,428
| New | +$394K | 0.12% | 926 |
|
Other funds holding AOS
VCM
VPM
