Horizon Bancorp’s A.O. Smith AOS Stock Holding History

Horizon Bancorp’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	-544	Closed	-$49K	–	192
2024 Q3	$49K	Sell	544 -22	-4%	-$1.82K	0.02%	128
2024 Q2	$46K	Hold	566	–	–	0.02%	133
2024 Q1	$51K	Sell	566 -41	-7%	-$3.38K	0.02%	137
2023 Q4	$50K	Hold	607	–	–	0.02%	137
2023 Q3	$40K	Sell	607 -194	-24%	-$13.8K	0.03%	141
2023 Q2	$58K	Sell	801 -1,219	-60%	-$83.5K	0.04%	94
2023 Q1	$140K	Sell	2,020 -116	-5%	-$7.54K	0.09%	51
2022 Q4	$122K	Buy	+2,136	New	+$119K	0.07%	99
2020 Q3	$213K	Sell	4,034 -177	-4%	-$8.84K	0.3%	93
2020 Q2	$198K	Sell	4,211 -139	-3%	-$6.07K	0.21%	93
2020 Q1	$164K	Sell	4,350 -806	-16%	-$34.3K	0.25%	103
2019 Q4	$246K	Buy	+5,156	New	+$250K	0.23%	128

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Horizon Bancorp's AOS Position: Q4 2024 in Review

Horizon Bancorp sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 544 shares — an estimated $49K sold.

Horizon Bancorp first reported a position in AOS in Q4 2019 and held it in 12 quarters. The position peaked at $246K in Q4 2019. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

Horizon Bancorp reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
Horizon Bancorp sold 544 A.O. Smith shares in Q4 2024, an estimated $49K.
Horizon Bancorp first reported a position in A.O. Smith in Q4 2019 and held it in 12 quarters.
Horizon Bancorp's A.O. Smith position peaked at $246K in Q4 2019.
643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Horizon Bancorp's 13F filing for Q4 2024, filed 13 Jan 2025.