Ownership history in Atwater Malick LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which Atwater Malick LLC reported a position in SMITH A O CORP (AOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Atwater Malick LLC underperformed the S&P 500 by β3.8% annually on this AOS position. Timing score: 64% (16/25 decisions correct). Average cost basis: $49.35. Maximum drawdown during holding period: β42.7%.
β οΈ Trailed SPY by 3.8% ann. on this position.
25 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
16 of 25 add/trim decisions correct
Best entry: $33.86 (2020 Q1) Β· Worst: $87.19 (2024 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
22 adds Β· 4 trims. Bought during 8 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.11% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size