AOS SMITH A O

Ownership history in FOX RUN MANAGEMENT, L.L.C.  ·  11 quarters on record

This page tracks every 13F SEC filing in which FOX RUN MANAGEMENT, L.L.C. reported a position in SMITH A O (AOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.53% (2020 Q3)
Avg. % of fund
0.22%
First filed
2017 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,044 -21,534 -75.4% 0.08% $517K $72.65
2025 Q2 ADDED 28,578 +8,645 +43.4% 0.31% $1.9M $64.58
2025 Q1 ADDED 19,933 +14,984 +302.8% 0.20% $1.3M $64.05
2024 Q1 REDUCED 4,949 -2,092 -29.7% 0.10% $443K $86.18
2022 Q2 ADDED 7,041 +2,792 +65.7% 0.19% $385K $50.98
2022 Q1 REDUCED 4,249 -4,880 -53.5% 0.15% $271K $59.31
2021 Q3 ADDED 9,129 +5,117 +127.5% 0.35% $558K $56.23
2020 Q3 REDUCED 4,012 -2,841 -41.5% 0.53% $212K $47.77
2018 Q2 REDUCED 6,853 -7,047 -50.7% 0.13% $405K $51.30
2017 Q2 ADDED 13,900 +6,600 +90.4% 0.27% $783K $48.34
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% of Fund (quarterly)    AOS price (monthly, adj. close)
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