Scopus Asset Management’s A.O. Smith AOS Stock Holding History

Scopus Asset 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
2024 Q4	–	Hold	0	–	–	–	214
2024 Q3	–	Hold	0	–	–	–	276
2019 Q2	–	Sell	-120,000	Closed	-$6.4M	–	165
2019 Q1	$6.4M	Buy	+120,000	New	+$5.96M	0.24%	113
2016 Q1	–	Sell	-80,000	Closed	-$3.06M	–	195
2015 Q4	$3.06M	Buy	+80,000	New	+$3.02M	0.11%	119
2015 Q3	–	Sell	-194,000	Closed	-$6.98M	–	162
2015 Q2	$6.98M	Buy	+194,000	New	+$6.68M	0.17%	153

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