Wolverine Trading

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	–	5248
2024 Q3	$712K	Buy	7,859 +3,123	+66%	+$258K	0.02%	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	–	5375
2021 Q4	$228K	Buy	+2,670	New	+$204K	﹤0.01%	4517
2021 Q2	–	Sell	-7,968	Closed	-$550K	–	5887
2021 Q1	$551K	Buy	+7,968	New	+$485K	0.01%	3564
2020 Q1	–	Sell	-10,483	Closed	-$447K	–	4594
2019 Q4	$499K	Sell	10,483 -15,890	-60%	-$770K	0.01%	3073
2019 Q3	$1.26M	Sell	26,373 -7,909	-23%	-$366K	0.05%	1789
2019 Q2	$1.62M	Buy	+34,282	New	+$1.68M	0.06%	1659
2018 Q1	–	Sell	-8,099	Closed	-$522K	–	5096
2017 Q4	$496K	Buy	+8,099	New	+$491K	0.01%	3006
2017 Q2	–	Sell	-16,130	Closed	-$825K	–	4246
2017 Q1	$825K	Sell	16,130 -5,871	-27%	-$291K	0.05%	1886
2016 Q4	$1.04M	Buy	+22,001	New	+$1.06M	0.05%	1882

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

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return