Aigen Investment Management’s A.O. Smith AOS Stock Holding History

Aigen Investment Management’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-19,709	Closed	-$1.29M	–	780
2025 Q2	$1.29M	Buy	19,709 +16,219	+465%	+$1.06M	0.18%	180
2025 Q1	$228K	Sell	3,490 -21,953	-86%	-$1.48M	0.04%	592
2024 Q4	$1.74M	Buy	+25,443	New	+$1.93M	0.31%	83
2023 Q3	–	Sell	-9,278	Closed	-$675K	–	811
2023 Q2	$675K	Buy	+9,278	New	+$635K	0.1%	276
2022 Q4	–	Sell	-17,974	Closed	-$873K	–	521
2022 Q3	$873K	Buy	+17,974	New	+$1.03M	0.13%	213
2020 Q4	–	Sell	-30,861	Closed	-$1.63M	–	773
2020 Q3	$1.63M	Buy	+30,861	New	+$1.54M	0.21%	146

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return