SEC 13F Intelligence

Boston Financial Mangement LLC / AOS

Boston Financial Mangement LLC’s Smith A O Corp Position

Does Boston Financial Mangement LLC own Smith A O Corp (AOS)? Yes481.5K shares worth $33M (+0.99% of its 13F portfolio) as of Q4 2024, down from 520.3K shares the prior filed quarter.

Position Value
$33M
Q4 2024
Shares
481.5K
% of Portfolio
+0.99%
Quarters Held
24
currently held

Position History AOS

Reported value by quarter
Q1 ’19: $14MQ1 ’19Q2 ’19: $13MQ3 ’19: $13MQ4 ’19: $13MQ4 ’19Q1 ’20: $11MQ2 ’20: $14MQ3 ’20: $15MQ3 ’20Q4 ’20: $15MQ1 ’21: $18MQ2 ’21: $20MQ2 ’21Q3 ’21: $32MQ4 ’21: $46MQ1 ’22: $40MQ1 ’22Q2 ’22: $34MQ3 ’22: $30MQ4 ’22: $31MQ4 ’22Q1 ’23: $37MQ2 ’23: $39MQ3 ’23: $35MQ3 ’23Q4 ’23: $44MQ1 ’24: $48MQ2 ’24: $44MQ2 ’24Q3 ’24: $47MQ4 ’24: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024481.5K$33M+0.99%
Q3 2024520.3K$47M+1.39%
Q2 2024541.6K$44M+1.41%
Q1 2024540.2K$48M+1.54%
Q4 2023531.7K$44M+1.48%
Q3 2023533.6K$35M+1.32%
Q2 2023532.8K$39M+1.40%
Q1 2023535.8K$37M+1.45%
Q4 2022543.2K$31M+1.25%
Q3 2022610.8K$30M+1.29%
Q2 2022621.0K$34M+1.46%
Q1 2022630.6K$40M+1.53%
Q4 2021530.3K$46M+1.66%
Q3 2021528.3K$32M+1.31%
Q2 2021275.4K$20M+0.80%
Q1 2021270.4K$18M+0.80%
Q4 2020278.5K$15M+0.69%
Q3 2020275.5K$15M+0.71%
Q2 2020288.2K$14M+0.73%
Q1 2020288.3K$11M+0.70%
Q4 2019282.1K$13M+0.74%
Q3 2019280.5K$13M+0.76%
Q2 2019277.1K$13M+0.76%
Q1 2019262.8K$14M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Financial Mangement LLC’s full portfolio or all institutional holders of AOS.