Catalyst Capital Advisors’s A.O. Smith AOS Stock Holding History

Catalyst Capital Advisors’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 Q1	–	Sell	-151	Closed	-$10.3K	–	432
2024 Q4	$10.3K	Sell	151 -4	-3%	-$303	﹤0.01%	490
2024 Q3	$13.9K	Sell	155 -24	-13%	-$1.99K	﹤0.01%	509
2024 Q2	$14.6K	Sell	179 -7	-4%	-$592	﹤0.01%	354
2024 Q1	$16.6K	Sell	186 -8	-4%	-$660	﹤0.01%	349
2023 Q4	$16K	Sell	194 -35	-15%	-$2.58K	﹤0.01%	321
2023 Q3	$15.1K	Buy	+229	New	+$16.3K	﹤0.01%	370

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Catalyst Capital Advisors's AOS Position: Q1 2025 in Review

Catalyst Capital Advisors sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 151 shares — an estimated $10.3K sold.

Catalyst Capital Advisors first reported a position in AOS in Q3 2023 and held it in 6 quarters. The position peaked at $16.6K in Q1 2024. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

Catalyst Capital Advisors reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 151 A.O. Smith shares in Q1 2025, an estimated $10.3K.
Catalyst Capital Advisors first reported a position in A.O. Smith in Q3 2023 and held it in 6 quarters.
Catalyst Capital Advisors's A.O. Smith position peaked at $16.6K in Q1 2024.
657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Catalyst Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.