Lighthouse Investment Partners’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	716
2025 Q4	–	Sell	-64,052	Closed	-$4.7M	–	882
2025 Q3	$4.7M	Buy	+64,052	New	+$4.57M	0.17%	198
2025 Q2	–	Sell	-20,000	Closed	-$1.31M	–	539
2025 Q1	$1.31M	Buy	+20,000	New	+$1.35M	0.06%	303
2024 Q3	–	Sell	-11,831	Closed	-$968K	–	428
2024 Q2	$968K	Buy	11,831 +7,831	+196%	+$663K	0.05%	292
2024 Q1	$358K	Buy	+4,000	New	+$330K	0.02%	345
2023 Q3	–	Sell	-27,200	Closed	-$1.98M	–	325
2023 Q2	$1.98M	Sell	27,200 -12,800	-32%	-$876K	0.15%	169
2023 Q1	$2.77M	Buy	+40,000	New	+$2.6M	0.24%	126
2022 Q2	–	Sell	-42,000	Closed	-$2.68M	–	57
2022 Q1	$2.68M	Buy	+42,000	New	+$3.06M	2.2%	24