Fulton Bank’s A.O. Smith AOS Stock Holding History

Fulton Bank’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
2024 Q4	–	Sell	-2,616	Closed	-$235K	–	668
2024 Q3	$235K	Sell	2,616 -48	-2%	-$3.97K	0.01%	600
2024 Q2	$218K	Buy	2,664 +124	+5%	+$10.5K	0.01%	592
2024 Q1	$227K	Sell	2,540 -181	-7%	-$14.9K	0.01%	571
2023 Q4	$224K	Buy	+2,721	New	+$201K	0.01%	545
2023 Q3	–	Sell	-2,771	Closed	-$202K	–	568
2023 Q2	$202K	Buy	+2,771	New	+$190K	0.01%	535
2022 Q2	–	Sell	-3,278	Closed	-$209K	–	486
2022 Q1	$209K	Sell	3,278 -203	-6%	-$14.8K	0.01%	488
2021 Q4	$299K	Buy	3,481 +115	+3%	+$8.77K	0.01%	438
2021 Q3	$206K	Buy	3,366 +479	+17%	+$33.5K	0.01%	506
2021 Q2	$208K	Buy	+2,887	New	+$199K	0.01%	493
2018 Q3	–	Sell	-6,180	Closed	-$365K	–	453
2018 Q2	$365K	Hold	6,180	–	–	0.03%	340
2018 Q1	$393K	Buy	+6,180	New	+$399K	0.03%	328

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

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Impax Asset Management Group

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

First Trust Advisors

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

ProShare Advisors

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return