Ave Maria Value Fund AOS Holdings History
Ave Maria Value Fund's A.O. Smith Corp Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 165,000.00 shares of A.O. Smith Corp(AOS), totaling $10.78 Mil. This investment constitutes 2.31% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.12% of the outstanding A.O. Smith Corp(AOS) stock.
The initial trade took place in 2019Q3. And since then Ave Maria Value Fund has made 4 purchases of AOS, at an average price of $52.73, for a total of 245,000.00 shares. In addition, there have been 1 sales at an average price of $43.58 for 80,000.00 shares. Based on historical transaction data and AOS's current price of $70.30, Ave Maria Value Fund's estimated gain on his AOS holdings is $2.17 Mil, reflecting a 16.78% gain to date.
Ave Maria Value Fund AOS ($70.30) Holding Chart
Ave Maria Value Fund AOS ($70.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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