Blueshift Asset Management’s A.O. Smith AOS Stock Holding History

Blueshift Asset 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	-6,688	Closed	-$439K	–	446
2025 Q2	$439K	Buy	+6,688	New	+$438K	0.13%	209
2025 Q1	–	Sell	-7,632	Closed	-$521K	–	394
2024 Q4	$521K	Buy	+7,632	New	+$578K	0.19%	153
2023 Q4	–	Sell	-4,451	Closed	-$294K	–	264
2023 Q3	$294K	Buy	+4,451	New	+$316K	0.17%	188
2022 Q3	–	Sell	-4,289	Closed	-$235K	–	593
2022 Q2	$235K	Buy	+4,289	New	+$257K	0.04%	531
2021 Q3	–	Sell	-36,880	Closed	-$2.66M	–	990
2021 Q2	$2.66M	Buy	+36,880	New	+$2.54M	0.15%	170
2020 Q4	–	Sell	-14,787	Closed	-$781K	–	676
2020 Q3	$781K	Buy	+14,787	New	+$738K	0.11%	254

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