Wolverine Trading’s A.O. Smith AOS Stock Holding History

Wolverine Trading’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	–	Sell	-7,859	Closed	-$595K	–	5206
2024 Q3	$712K	Buy	7,859 +3,123	+66%	+$258K	﹤0.01%	2702
2024 Q2	$387K	Sell	4,736 -3,935	-45%	-$333K	﹤0.01%	3091
2024 Q1	$776K	Buy	+8,671	New	+$715K	﹤0.01%	2425
2022 Q1	–	Sell	-2,670	Closed	-$194K	–	5346
2021 Q4	$228K	Buy	+2,670	New	+$204K	﹤0.01%	4517
2021 Q2	–	Sell	-7,968	Closed	-$550K	–	5857
2021 Q1	$551K	Buy	+7,968	New	+$485K	﹤0.01%	3564
2020 Q1	–	Sell	-10,483	Closed	-$447K	–	4573
2019 Q4	$499K	Sell	10,483 -15,890	-60%	-$770K	﹤0.01%	3073
2019 Q3	$1.26M	Sell	26,373 -7,909	-23%	-$366K	﹤0.01%	1789
2019 Q2	$1.62M	Buy	+34,282	New	+$1.68M	﹤0.01%	1659
2018 Q1	–	Sell	-8,099	Closed	-$522K	–	5074
2017 Q4	$496K	Buy	+8,099	New	+$491K	﹤0.01%	3006
2017 Q2	–	Sell	-16,130	Closed	-$825K	–	4228
2017 Q1	$825K	Sell	16,130 -5,871	-27%	-$291K	﹤0.01%	1886
2016 Q4	$1.04M	Buy	+22,001	New	+$1.06M	0.01%	1882

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wolverine Trading's AOS Position: Q4 2024 in Review

Wolverine Trading sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 7,859 shares — an estimated $595K sold.

Wolverine Trading first reported a position in AOS in Q4 2016 and held it in 11 quarters. The position peaked at $1.62M in Q2 2019. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

Wolverine Trading reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
Wolverine Trading sold 7,859 A.O. Smith shares in Q4 2024, an estimated $595K.
Wolverine Trading first reported a position in A.O. Smith in Q4 2016 and held it in 11 quarters.
Wolverine Trading's A.O. Smith position peaked at $1.62M in Q2 2019.
643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Wolverine Trading's 13F filing for Q4 2024, filed 14 Feb 2025.