Voit & Company’s A.O. Smith AOS Stock Holding History

Voit & Company’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
2020 Q3	$554K	Buy	10,493 +4,402	+72%	+$220K	0.54%	39
2020 Q2	$287K	Sell	6,091 -3,394	-36%	-$148K	0.31%	46
2020 Q1	$359K	Sell	9,485 -2,260	-19%	-$96.3K	0.37%	50
2019 Q4	$560K	Buy	11,745 +7,110	+153%	+$345K	0.5%	44
2019 Q3	$221K	Buy	+4,635	New	+$214K	0.22%	55
2019 Q2	–	Sell	-3,030	Closed	-$162K	–	71
2019 Q1	$162K	Buy	+3,030	New	+$151K	0.17%	65

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

PAMU

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

WRF

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

Voit & Company's AOS Position: Q3 2020 in Review

Voit & Company increased its A.O. Smith (AOS) stake by 72% in Q3 2020, buying an estimated $220K and bringing the position to 10,493 shares worth $554K. The position accounts for 0.54% of the portfolio, ranked #39.

Voit & Company first reported a position in AOS in Q1 2019 and has held it in 6 quarters since. The position peaked at $560K in Q4 2019. 482 funds tracked by Wall St. Rank hold AOS as of Q3 2020.

Voit & Company held 10,493 shares of A.O. Smith worth $554K as of Q3 2020.
Voit & Company bought 4,402 A.O. Smith shares in Q3 2020, an estimated $220K.
A.O. Smith made up 0.54% of Voit & Company's portfolio in Q3 2020, its #39 holding.
Voit & Company first reported a position in A.O. Smith in Q1 2019 and has held it in 6 quarters since.
Voit & Company's A.O. Smith position peaked at $560K in Q4 2019.
482 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.