HFM
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Harvest Fund Management’s A.O. Smith AOS Stock Holding History

Harvest Fund 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
2024
Q2 		– Sell
-369
Closed -$33K – 634
2024
Q1 		$33K Sell
369
-1,419
-79% -$117K ﹤0.01% 546
2023
Q4 		$147K Buy
+1,788
New +$132K 0.02% 268
2023
Q3 		– Sell
-528
Closed -$38K – 634
2023
Q2 		$38K Buy
+528
New +$36.1K 0.01% 454
2023
Q1 		– Sell
-566
Closed -$32K – 737
2022
Q4 		$32K Hold
566
– – 0.01% 538
2022
Q3 		$28K Sell
566
-1,081
-66% -$62.1K 0.01% 506
2022
Q2 		$90K Hold
1,647
– – 0.03% 318
2022
Q1 		$105K Buy
1,647
+882
+115% +$64.2K 0.02% 335
2021
Q4 		$65K Buy
+765
New +$58.3K 0.01% 399

Other funds holding AOS

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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
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return