Symmetry Partners’s A.O. Smith AOS Stock Holding History

Symmetry Partners’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	–	Sell	-2,579	Closed	-$211K	–	120
2024 Q2	$211K	Sell	2,579 -328	-11%	-$27.8K	0.01%	491
2024 Q1	$260K	Sell	2,907 -660	-19%	-$54.4K	0.02%	460
2023 Q4	$293K	Hold	3,567	–	–	0.02%	408
2023 Q3	$236K	Hold	3,567	–	–	0.01%	480
2023 Q2	$260K	Buy	+3,567	New	+$244K	0.01%	497
2022 Q3	–	Sell	-5,707	Closed	-$312K	–	540
2022 Q2	$312K	Sell	5,707 -834	-13%	-$50K	0.02%	454
2022 Q1	$418K	Hold	6,541	–	–	0.03%	414
2021 Q4	$562K	Hold	6,541	–	–	0.04%	356
2021 Q3	$416K	Hold	6,541	–	–	0.03%	475
2021 Q2	$471K	Hold	6,541	–	–	0.03%	450
2021 Q1	$442K	Sell	6,541 -12	-0.2%	-$730	0.03%	441
2020 Q4	$359K	Buy	6,553 +1,040	+19%	+$57.3K	0.03%	477
2020 Q3	$291K	Buy	+5,513	New	+$275K	0.02%	494

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