WIS
AOS icon

Wright Investors Service’s A.O. Smith AOS Stock Holding History

Wright Investors Service’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
2017
Q4 		– Sell
-5,747
Closed -$342K – 207
2017
Q3 		$342K Sell
5,747
-4,308
-43% -$242K 0.12% 164
2017
Q2 		$566K Sell
10,055
-985
-9% -$53.2K 0.21% 133
2017
Q1 		$565K Sell
11,040
-9,325
-46% -$463K 0.23% 132
2016
Q4 		$964K Sell
20,365
-16,345
-45% -$788K 0.42% 75
2016
Q3 		$1.81M Buy
36,710
+13,130
+56% +$613K 0.76% 46
2016
Q2 		$1.04M Buy
23,580
+9,300
+65% +$375K 0.43% 77
2016
Q1 		$545K Buy
+14,280
New +$499K 0.22% 145

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 $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wright Investors Service's AOS Position: Q4 2017 in Review

Wright Investors Service sold out of A.O. Smith (AOS) in Q4 2017, closing a stake of 5,747 shares — an estimated $342K sold.

Wright Investors Service first reported a position in AOS in Q1 2016 and held it in 7 quarters. The position peaked at $1.81M in Q3 2016. 468 funds tracked by Wall St. Rank hold AOS as of Q4 2017.

  • Wright Investors Service reported no remaining A.O. Smith position as of Q4 2017 after selling out during the quarter.
  • Wright Investors Service sold 5,747 A.O. Smith shares in Q4 2017, an estimated $342K.
  • Wright Investors Service first reported a position in A.O. Smith in Q1 2016 and held it in 7 quarters.
  • Wright Investors Service's A.O. Smith position peaked at $1.81M in Q3 2016.
  • 468 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2017.

Based on Wright Investors Service's 13F filing for Q4 2017, filed 30 Jan 2018.