Winslow Evans & Crocker’s A.O. Smith AOS Stock Holding History

Winslow Evans & Crocker’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	-10	Closed	-$2K	–	1146
2019 Q1	$2K	Buy	+10	New	+$497	﹤0.01%	1092
2016 Q1	–	Sell	-18,400	Closed	-$705K	–	1293
2015 Q4	$705K	Hold	18,400	–	–	0.2%	114
2015 Q3	$600K	Buy	+18,400	New	+$629K	0.19%	121
2014 Q1	–	Sell	-840	Closed	-$23K	–	1295
2013 Q4	$23K	Buy	+840	New	+$21.5K	0.01%	654

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMU

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Winslow Evans & Crocker's AOS Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of A.O. Smith (AOS) in Q2 2019, closing a stake of 10 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in AOS in Q4 2013 and held it in 4 quarters. The position peaked at $705K in Q4 2015. 478 funds tracked by Wall St. Rank hold AOS as of Q2 2019.

Winslow Evans & Crocker reported no remaining A.O. Smith position as of Q2 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 10 A.O. Smith shares in Q2 2019, an estimated $2K.
Winslow Evans & Crocker first reported a position in A.O. Smith in Q4 2013 and held it in 4 quarters.
Winslow Evans & Crocker's A.O. Smith position peaked at $705K in Q4 2015.
478 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.