Zweig-DiMenna Associates’s A.O. Smith AOS Stock Holding History

Zweig-DiMenna Associates’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	-306,941	Closed	-$11.6M	–	107
2020 Q1	$11.6M	Buy	+306,941	New	+$13.1M	1.54%	18
2016 Q1	–	Sell	-10,600	Closed	-$406K	–	181
2015 Q4	$406K	Buy	+10,600	New	+$400K	0.02%	168
2015 Q3	–	Sell	-6,800	Closed	-$245K	–	225
2015 Q2	$245K	Buy	+6,800	New	+$234K	0.01%	207

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

PAMU

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

WRF

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

Zweig-DiMenna Associates's AOS Position: Q2 2020 in Review

Zweig-DiMenna Associates sold out of A.O. Smith (AOS) in Q2 2020, closing a stake of 306,941 shares — an estimated $11.6M sold.

Zweig-DiMenna Associates first reported a position in AOS in Q2 2015 and held it in 3 quarters. The position peaked at $11.6M in Q1 2020. 476 funds tracked by Wall St. Rank hold AOS as of Q2 2020.

Zweig-DiMenna Associates reported no remaining A.O. Smith position as of Q2 2020 after selling out during the quarter.
Zweig-DiMenna Associates sold 306,941 A.O. Smith shares in Q2 2020, an estimated $11.6M.
Zweig-DiMenna Associates first reported a position in A.O. Smith in Q2 2015 and held it in 3 quarters.
Zweig-DiMenna Associates's A.O. Smith position peaked at $11.6M in Q1 2020.
476 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2020.

Based on Zweig-DiMenna Associates's 13F filing for Q2 2020, filed 29 Jul 2020.