Olympiad Research’s A.O. Smith AOS Stock Holding History

Olympiad Research’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	-3,935	Closed	-$353K	–	252
2024 Q3	$353K	Sell	3,935 -930	-19%	-$77K	0.23%	143
2024 Q2	$398K	Sell	4,865 -772	-14%	-$65.3K	0.29%	99
2024 Q1	$504K	Sell	5,637 -493	-8%	-$40.7K	0.33%	67
2023 Q4	$505K	Sell	6,130 -916	-13%	-$67.5K	0.4%	55
2023 Q3	$466K	Buy	7,046 +1,632	+30%	+$116K	0.46%	37
2023 Q2	$394K	Buy	+5,414	New	+$371K	0.39%	71
2022 Q3	$251K	Buy	5,164 +343	+7%	+$19.7K	0.14%	170
2022 Q2	$264K	Buy	+4,821	New	+$289K	0.12%	180
2020 Q3	–	Sell	-5,986	Closed	-$282K	–	347
2020 Q2	$282K	Sell	5,986 -4,779	-44%	-$209K	0.2%	129
2020 Q1	$407K	Buy	10,765 +6,248	+138%	+$266K	0.41%	51
2019 Q4	$215K	Buy	+4,517	New	+$219K	0.17%	194

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

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Impax Asset Management Group

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

First Trust Advisors

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

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return