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	0.13%	1364
2022 Q4	–	Sell	-2,000	Closed	-$97K	–	4401
2022 Q3	$97K	Sell	2,000 -10,600	-84%	-$609K	﹤0.01%	4104
2022 Q2	$689K	Sell	12,600 -29,900	-70%	-$1.79M	0.02%	3470
2022 Q1	$2.71M	Buy	42,500 +30,100	+243%	+$2.19M	0.08%	1596
2021 Q4	$1.06M	Buy	+12,400	New	+$945K	0.03%	2505
2020 Q4	–	Sell	-21,500	Closed	-$1.14M	–	4541
2020 Q3	$1.14M	Sell	21,500 -37,500	-64%	-$1.87M	0.03%	2152
2020 Q2	$2.78M	Buy	59,000 +35,700	+153%	+$1.56M	0.12%	1215
2020 Q1	$881K	Buy	+23,300	New	+$993K	0.04%	1625
2019 Q4	–	Sell	-200	Closed	-$9K	–	3379
2019 Q3	$9K	Sell	200 -18,500	-99%	-$855K	﹤0.01%	3585
2019 Q2	$882K	Buy	18,700 +2,200	+13%	+$108K	0.04%	1865
2019 Q1	$880K	Buy	16,500 +1,900	+13%	+$94.4K	0.04%	1938
2018 Q4	$623K	Sell	14,600 -20,700	-59%	-$952K	0.03%	2174
2018 Q3	$1.88M	Buy	+35,300	New	+$2.07M	0.08%	1475

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