Cutler Group’s A.O. Smith AOS Stock Holding History

Cutler Group’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
2021 Q1	–	Sell	-300	Closed	-$16K	–	5596
2020 Q4	$16K	Buy	+300	New	+$16.5K	﹤0.01%	2819
2020 Q1	–	Sell	-2,669	Closed	-$114K	–	3978
2019 Q4	$127K	Buy	2,669 +1,932	+262%	+$93.7K	0.01%	1068
2019 Q3	$35K	Sell	737 -3,500	-83%	-$162K	﹤0.01%	1783
2019 Q2	$199K	Buy	+4,237	New	+$208K	0.02%	712
2019 Q1	–	Sell	-3,887	Closed	-$193K	–	3994
2018 Q4	$165K	Buy	+3,887	New	+$179K	0.02%	741
2018 Q1	–	Sell	-98	Closed	-$6.32K	–	4395
2017 Q4	$6K	Sell	98 -433	-82%	-$26.3K	﹤0.01%	3450
2017 Q3	$31K	Sell	531 -5,130	-91%	-$288K	﹤0.01%	2699
2017 Q2	$318K	Sell	5,661 -9,251	-62%	-$499K	0.01%	961
2017 Q1	$762K	Buy	14,912 +8,892	+148%	+$441K	0.04%	482
2016 Q4	$285K	Sell	6,020 -728	-11%	-$35.1K	0.01%	1050
2016 Q3	$333K	Buy	+6,748	New	+$315K	0.02%	844
2016 Q2	–	Sell	-1,128	Closed	-$45.5K	–	6593
2016 Q1	$43K	Sell	1,128 -4,372	-79%	-$153K	﹤0.01%	2475
2015 Q4	$210K	Buy	+5,500	New	+$208K	0.02%	1153

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

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 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

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return