United Bank (Georgia)’s A.O. Smith AOS Stock Holding History

United Bank (Georgia)’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
2023 Q3	–	Sell	-4,125	Closed	-$300K	–	90
2023 Q2	$300K	Hold	4,125	–	–	0.17%	84
2023 Q1	$285K	Hold	4,125	–	–	0.17%	83
2022 Q4	$236K	Sell	4,125 -1,375	-25%	-$76.9K	0.14%	82
2022 Q3	$267K	Hold	5,500	–	–	0.18%	82
2022 Q2	$301K	Hold	5,500	–	–	0.19%	80
2022 Q1	$351K	Hold	5,500	–	–	0.19%	83
2021 Q4	$472K	Hold	5,500	–	–	0.25%	77
2021 Q3	$336K	Hold	5,500	–	–	0.21%	77
2021 Q2	$396K	Hold	5,500	–	–	0.27%	73
2021 Q1	$372K	Hold	5,500	–	–	0.26%	73
2020 Q4	$302K	Hold	5,500	–	–	0.22%	76
2020 Q3	$290K	Hold	5,500	–	–	0.24%	69
2020 Q2	$259K	Hold	5,500	–	–	0.24%	70
2020 Q1	$208K	Hold	5,500	–	–	0.21%	70
2019 Q4	$262K	Hold	5,500	–	–	0.18%	71
2019 Q3	$262K	Buy	+5,500	New	+$254K	0.19%	76

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

United Bank (Georgia)'s AOS Position: Q3 2023 in Review

United Bank (Georgia) sold out of A.O. Smith (AOS) in Q3 2023, closing a stake of 4,125 shares — an estimated $300K sold.

United Bank (Georgia) first reported a position in AOS in Q3 2019 and held it in 16 quarters. The position peaked at $472K in Q4 2021. 577 funds tracked by Wall St. Rank hold AOS as of Q3 2023.

United Bank (Georgia) reported no remaining A.O. Smith position as of Q3 2023 after selling out during the quarter.
United Bank (Georgia) sold 4,125 A.O. Smith shares in Q3 2023, an estimated $300K.
United Bank (Georgia) first reported a position in A.O. Smith in Q3 2019 and held it in 16 quarters.
United Bank (Georgia)'s A.O. Smith position peaked at $472K in Q4 2021.
577 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2023.

Based on United Bank (Georgia)'s 13F filing for Q3 2023, filed 27 Oct 2023.