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	$2.52M	Buy	+28,100	New	+$2.33M	0.01%	1364
2022 Q4	–	Sell	-2,000	Closed	-$97K	–	4380
2022 Q3	$97K	Buy	+2,000	New	+$115K	﹤0.01%	4104
2022 Q2	–	Sell	-42,500	Closed	-$2.71M	–	3916
2022 Q1	$2.71M	Buy	42,500 +30,100	+243%	+$2.19M	0.01%	1596
2021 Q4	$1.06M	Buy	+12,400	New	+$945K	﹤0.01%	2505
2020 Q4	–	Sell	-21,500	Closed	-$1.14M	–	4525
2020 Q3	$1.14M	Sell	21,500 -37,500	-64%	-$1.87M	﹤0.01%	2152
2020 Q2	$2.78M	Buy	59,000 +35,700	+153%	+$1.56M	0.01%	1215
2020 Q1	$881K	Buy	+23,300	New	+$993K	0.01%	1625
2019 Q4	–	Sell	-200	Closed	-$9K	–	3347
2019 Q3	$9K	Sell	200 -18,500	-99%	-$855K	﹤0.01%	3585
2019 Q2	$882K	Buy	18,700 +2,200	+13%	+$108K	0.01%	1865
2019 Q1	$880K	Buy	16,500 +1,900	+13%	+$94.4K	0.01%	1938
2018 Q4	$623K	Sell	14,600 -20,700	-59%	-$952K	﹤0.01%	2174
2018 Q3	$1.88M	Buy	+35,300	New	+$2.07M	0.01%	1475

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PEAK6 Investments's AOS Position: Q4 2022 in Review

PEAK6 Investments sold out of A.O. Smith (AOS) in Q4 2022, closing a stake of 500 shares — an estimated $24K sold.

PEAK6 Investments first reported a position in AOS in Q3 2018 and held it in 5 quarters. The position peaked at $2.29M in Q1 2022. 532 funds tracked by Wall St. Rank hold AOS as of Q4 2022.

PEAK6 Investments reported no remaining A.O. Smith position as of Q4 2022 after selling out during the quarter.
PEAK6 Investments sold 500 A.O. Smith shares in Q4 2022, an estimated $24K.
PEAK6 Investments first reported a position in A.O. Smith in Q3 2018 and held it in 5 quarters.
PEAK6 Investments's A.O. Smith position peaked at $2.29M in Q1 2022.
532 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2022.

Based on PEAK6 Investments's 13F filing for Q4 2022, filed 10 Feb 2023.