Advisory Research’s AES AES Stock Holding History

Advisory Research’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16,275	Closed	-$313K	–	162
2023 Q4	$313K	Buy	+16,275	New	+$265K	0.05%	288
2014 Q2	–	Sell	-5,050	Closed	-$72K	–	333
2014 Q1	$72K	Buy	+5,050	New	+$71.3K	﹤0.01%	405

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's AES Position: Q1 2024 in Review

Advisory Research sold out of AES (AES) in Q1 2024, closing a stake of 16,275 shares — an estimated $313K sold.

Advisory Research first reported a position in AES in Q1 2014 and held it in 2 quarters. The position peaked at $313K in Q4 2023. 653 funds tracked by Wall St. Rank hold AES as of Q1 2024.

Advisory Research reported no remaining AES position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 16,275 AES shares in Q1 2024, an estimated $313K.
Advisory Research first reported a position in AES in Q1 2014 and held it in 2 quarters.
Advisory Research's AES position peaked at $313K in Q4 2023.
653 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.