Westwood Management Corporation’s A.O. Smith AOS Stock Holding History

Westwood Management Corporation’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 Q2	–	Sell	-9,000	Closed	-$340K	–	72
2020 Q1	$340K	Sell	9,000 -2,000	-18%	-$85.2K	0.05%	49
2019 Q4	$524K	Sell	11,000 -2,000	-15%	-$97K	0.06%	46
2019 Q3	$620K	Sell	13,000 -1,000	-7%	-$46.2K	0.08%	49
2019 Q2	$660K	Hold	14,000	–	–	0.08%	49
2019 Q1	$746K	Hold	14,000	–	–	0.1%	40
2018 Q4	$598K	Hold	14,000	–	–	0.09%	44
2018 Q3	$747K	Hold	14,000	–	–	0.09%	45
2018 Q2	$828K	Hold	14,000	–	–	0.11%	43
2018 Q1	$890K	Hold	14,000	–	–	0.13%	38
2017 Q4	$858K	Hold	14,000	–	–	0.12%	46
2017 Q3	$832K	Hold	14,000	–	–	0.12%	42
2017 Q2	$789K	Hold	14,000	–	–	0.12%	45
2017 Q1	$716K	Hold	14,000	–	–	0.12%	45
2016 Q4	$663K	Hold	14,000	–	–	0.13%	46
2016 Q3	$692K	Hold	14,000	–	–	0.12%	46
2016 Q2	$617K	Hold	14,000	–	–	0.12%	42
2016 Q1	$534K	Hold	14,000	–	–	0.1%	49
2015 Q4	$536K	Sell	14,000 -24,000	-63%	-$906K	0.1%	47
2015 Q3	$1.24M	Sell	38,000 -27,600	-42%	-$943K	0.23%	34
2015 Q2	$2.36M	Hold	65,600	–	–	0.4%	31
2015 Q1	$2.15M	Buy	+65,600	New	+$1.99M	0.36%	31

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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

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

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

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

Mackenzie Financial

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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