TAX MANAGED SMALL CAP PORTFOLIO AOS Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's A.O. Smith Corp Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 44,488.00 shares of A.O. Smith Corp(AOS), totaling $3.02 Mil. This investment constitutes 1.61% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.03% of the outstanding A.O. Smith Corp(AOS) stock.
The initial trade took place in 2025Q2. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 1 purchases of AOS, at an average price of $65.65, for a total of 44,488.00 shares. Based on historical transaction data and AOS's current price of $69.50, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his AOS holdings is $171,278.80, reflecting a 5.86% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO AOS ($69.50) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO AOS ($69.50) 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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