Everence Capital Management’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,450	Closed	-$225K	–	790
2025 Q1	$225K	Hold	3,450	–	–	0.02%	699
2024 Q4	$235K	Buy	+3,450	New	+$235K	0.02%	703