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

GEM 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
Q4 		– Sell
-2,953
Closed -$211K – 108
2025
Q3 		$211K Sell
2,953
-100
-3% -$7.14K 0.1% 99
2025
Q2 		$208K Hold
3,053
– – 0.11% 94
2025
Q1 		$200K Sell
3,053
-331
-10% -$22.4K 0.11% 91
2024
Q4 		$231K Hold
3,384
– – 0.13% 83
2024
Q3 		$298K Hold
3,384
– – 0.17% 75
2024
Q2 		$277K Buy
3,384
+100
+3% +$8.46K 0.17% 72
2024
Q1 		$284K Sell
3,284
-1,129
-26% -$93.1K 0.19% 68
2023
Q4 		$364K Sell
4,413
-137
-3% -$10.1K 0.25% 59
2023
Q3 		$301K Hold
4,550
– – 0.24% 61
2023
Q2 		$331K Hold
4,550
– – 0.26% 56
2023
Q1 		$315K Hold
4,550
– – 0.25% 55
2022
Q4 		$260K Buy
+4,550
New +$254K 0.22% 59

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return