Itau Unibanco Holding S.A.’s A.O. Smith AOS Stock Holding History

Itau Unibanco Holding S.A.’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
2022 Q4	–	Sell	-5,863	Closed	-$285K	–	512
2022 Q3	$285K	Buy	+5,863	New	+$337K	0.01%	187
2020 Q1	–	Sell	-4,390	Closed	-$209K	–	465
2019 Q4	$209K	Buy	+4,390	New	+$213K	0.01%	226
2019 Q3	–	Sell	-10,727	Closed	-$506K	–	325
2019 Q2	$506K	Buy	10,727 +8,732	+438%	+$428K	0.02%	272
2019 Q1	$85K	Hold	1,995	–	–	﹤0.01%	434
2018 Q4	$85K	Buy	1,995 +260	+15%	+$12K	﹤0.01%	434
2018 Q3	$93K	Buy	+1,735	New	+$102K	0.01%	496
2017 Q4	–	Sell	-380	Closed	-$71K	–	546
2017 Q3	$71K	Sell	380 -70	-16%	-$3.92K	﹤0.01%	550
2017 Q2	$25K	Sell	450 -320	-42%	-$17.3K	﹤0.01%	385
2017 Q1	$39K	Buy	770 +560	+267%	+$27.8K	﹤0.01%	255
2016 Q4	$10K	Buy	210 +110	+110%	+$5.3K	﹤0.01%	246
2016 Q3	$5K	Buy	+100	New	+$4.67K	﹤0.01%	404

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

Impax Asset Management Group

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

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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

First Trust Advisors

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return