PEAK6 Investments’s A.O. Smith AOS Stock Holding History

PEAK6 Investments’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 Q3	$6.36M	Sell	70,800 -59,800	-46%	-$4.95M	0.32%	805
2024 Q2	$10.7M	Buy	130,600 +21,000	+19%	+$1.78M	0.5%	460
2024 Q1	$9.8M	Buy	109,600 +93,000	+560%	+$7.67M	0.48%	529
2023 Q4	$1.37M	Sell	16,600 -27,300	-62%	-$2.01M	0.06%	1835
2023 Q3	$2.9M	Hold	43,900	–	–	0.14%	1073
2023 Q2	$3.2M	Buy	+43,900	New	+$3.01M	0.27%	892
2022 Q4	–	Sell	-58,800	Closed	-$2.86M	–	4399
2022 Q3	$2.86M	Buy	58,800 +14,900	+34%	+$856K	0.11%	1257
2022 Q2	$3.2M	Buy	43,900 +22,800	+108%	+$1.37M	0.07%	1803
2022 Q1	$1.35M	Sell	21,100 -4,100	-16%	-$298K	0.04%	2209
2021 Q4	$2.16M	Sell	25,200 -33,900	-57%	-$2.58M	0.06%	1816
2021 Q3	$3.61M	Sell	59,100 -30,600	-34%	-$2.14M	0.07%	1416
2021 Q2	$6.46M	Buy	89,700 +2,400	+3%	+$166K	0.17%	925
2021 Q1	$5.9M	Buy	87,300 +58,300	+201%	+$3.55M	0.15%	934
2020 Q4	$1.59M	Sell	29,000 -139,300	-83%	-$7.68M	0.03%	2041
2020 Q3	$8.89M	Buy	168,300 +26,800	+19%	+$1.34M	0.24%	643
2020 Q2	$6.67M	Buy	+141,500	New	+$6.18M	0.28%	662
2019 Q4	–	Sell	-12,600	Closed	-$598K	–	3377
2019 Q3	$598K	Sell	12,600 -5,900	-32%	-$273K	0.02%	2132
2019 Q2	$872K	Sell	18,500 -32,000	-63%	-$1.57M	0.04%	1873
2019 Q1	$2.69M	Buy	+50,500	New	+$2.51M	0.12%	1105

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 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

Impax Asset Management Group

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

Fisher Asset Management

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

ProShare Advisors

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

First Trust Advisors

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