MFIM
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Mesirow Financial Investment Management’s A.O. Smith AOS Stock Holding History

Mesirow Financial Investment 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
2025
Q4 		– Sell
-3,055
Closed -$224K – 492
2025
Q3 		$224K Buy
+3,055
New +$218K ﹤0.01% 507
2025
Q1 		– Sell
-3,797
Closed -$259K – 596
2024
Q4 		$259K Buy
3,797
+16
+0.4% +$1.21K 0.01% 494
2024
Q3 		$340K Buy
3,781
+26
+0.7% +$2.15K 0.01% 425
2024
Q2 		$307K Sell
3,755
-10
-0.3% -$846 0.01% 407
2024
Q1 		$337K Sell
3,765
-41
-1% -$3.38K 0.01% 413
2023
Q4 		$314K Buy
+3,806
New +$281K 0.01% 418

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return