WCM Investment Management
AOS icon

WCM Investment Management’s A.O. Smith AOS Stock Holding History

WCM Investment Management’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
2021
Q3 		– Sell
-11,732
Closed -$845K – 205
2021
Q2 		$845K Hold
11,732
– – ﹤0.01% 175
2021
Q1 		$793K Buy
11,732
+1,295
+12% +$78.7K ﹤0.01% 158
2020
Q4 		$572K Buy
10,437
+300
+3% +$16.5K ﹤0.01% 174
2020
Q3 		$535K Sell
10,137
-4,178
-29% -$209K ﹤0.01% 161
2020
Q2 		$675K Hold
14,315
– – ﹤0.01% 156
2020
Q1 		$541K Buy
+14,315
New +$610K ﹤0.01% 159

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

WCM Investment Management's AOS Position: Q3 2021 in Review

WCM Investment Management sold out of A.O. Smith (AOS) in Q3 2021, closing a stake of 11,732 shares — an estimated $845K sold.

WCM Investment Management first reported a position in AOS in Q1 2020 and held it in 6 quarters. The position peaked at $845K in Q2 2021. 532 funds tracked by Wall St. Rank hold AOS as of Q3 2021.

  • WCM Investment Management reported no remaining A.O. Smith position as of Q3 2021 after selling out during the quarter.
  • WCM Investment Management sold 11,732 A.O. Smith shares in Q3 2021, an estimated $845K.
  • WCM Investment Management first reported a position in A.O. Smith in Q1 2020 and held it in 6 quarters.
  • WCM Investment Management's A.O. Smith position peaked at $845K in Q2 2021.
  • 532 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2021.

Based on WCM Investment Management's 13F filing for Q3 2021, filed 2 Nov 2021.