Magnetar Financial’s A.O. Smith AOS Stock Holding History

Magnetar Financial’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 Q3	–	Sell	-43,271	Closed	-$2.84M	–	886
2025 Q2	$2.84M	Buy	+43,271	New	+$2.83M	0.01%	306
2023 Q3	–	Sell	-5,960	Closed	-$434K	–	448
2023 Q2	$434K	Buy	+5,960	New	+$408K	0.01%	358
2022 Q4	–	Sell	-60,310	Closed	-$2.93M	–	781
2022 Q3	$2.93M	Buy	+60,310	New	+$3.46M	0.04%	487
2022 Q2	–	Sell	-66,659	Closed	-$4.26M	–	1666
2022 Q1	$4.26M	Buy	+66,659	New	+$4.85M	0.05%	415
2021 Q1	–	Sell	-14,218	Closed	-$779K	–	1039
2020 Q4	$779K	Buy	14,218 +4,832	+51%	+$266K	0.01%	513
2020 Q3	$496K	Buy	+9,386	New	+$469K	0.01%	444
2018 Q4	–	Sell	-24,086	Closed	-$1.28M	–	286
2018 Q3	$1.28M	Buy	24,086 +14,963	+164%	+$879K	0.02%	116
2018 Q2	$540K	Buy	9,123 +1,652	+22%	+$104K	0.01%	259
2018 Q1	$475K	Buy	7,471 +1,733	+30%	+$112K	0.01%	346
2017 Q4	$352K	Buy	+5,738	New	+$348K	0.01%	467

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

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

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