Schwartz Value Focused Fund AOS Holdings History
Schwartz Value Focused Fund's A.O. Smith Corp Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 48,600.00 shares of A.O. Smith Corp(AOS), totaling $3.18 Mil. This investment constitutes 4.3% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.03% of the outstanding A.O. Smith Corp(AOS) stock.
The initial trade took place in 2020Q1. And since then Schwartz Value Focused Fund has made 3 purchases of AOS, at an average price of $61.33, for a total of 60,900.00 shares. In addition, there have been 2 sales at an average price of $55.59 for 12,300.00 shares. Based on historical transaction data and AOS's current price of $69.08, Schwartz Value Focused Fund's estimated gain on his AOS holdings is $306,071.00, reflecting a 8.19% gain to date.
Schwartz Value Focused Fund AOS ($69.08) Holding Chart
Schwartz Value Focused Fund AOS ($69.08) 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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