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Veritable’s A.O. Smith AOS Stock Holding History

Veritable’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
2022
Q1 		– Sell
-2,838
Closed -$244K – 907
2021
Q4 		$244K Buy
+2,838
New +$216K ﹤0.01% 801
2019
Q1 		– Sell
-5,899
Closed -$252K – 799
2018
Q4 		$252K Sell
5,899
-6,478
-52% -$298K 0.01% 661
2018
Q3 		$661K Sell
12,377
-4
-0% -$235 0.01% 438
2018
Q2 		$732K Buy
12,381
+134
+1% +$8.45K 0.02% 414
2018
Q1 		$779K Buy
12,247
+332
+3% +$21.4K 0.02% 392
2017
Q4 		$730K Buy
11,915
+794
+7% +$48.2K 0.01% 402
2017
Q3 		$661K Buy
11,121
+3,099
+39% +$174K 0.01% 439
2017
Q2 		$452K Buy
+8,022
New +$433K 0.01% 533

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Veritable's AOS Position: Q1 2022 in Review

Veritable sold out of A.O. Smith (AOS) in Q1 2022, closing a stake of 2,838 shares — an estimated $244K sold.

Veritable first reported a position in AOS in Q2 2017 and held it in 8 quarters. The position peaked at $779K in Q1 2018. 587 funds tracked by Wall St. Rank hold AOS as of Q1 2022.

  • Veritable reported no remaining A.O. Smith position as of Q1 2022 after selling out during the quarter.
  • Veritable sold 2,838 A.O. Smith shares in Q1 2022, an estimated $244K.
  • Veritable first reported a position in A.O. Smith in Q2 2017 and held it in 8 quarters.
  • Veritable's A.O. Smith position peaked at $779K in Q1 2018.
  • 587 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2022.

Based on Veritable's 13F filing for Q1 2022, filed 11 May 2022.