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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
2019
Q2 		– Sell
-7,100
Closed -$30K – 70
2019
Q1 		$30K Buy
+7,100
New +$353K 0.03% 69

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
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.