AJOVista’s Eversource Energy ES Stock Holding History

AJOVista’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,504	Closed	-$209K	–	85
2024 Q1	$209K	Hold	3,504	–	–	0.57%	52
2023 Q4	$216K	Buy	+3,504	New	+$202K	0.27%	54

Other funds holding ES

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

AJOVista's ES Position: Q2 2024 in Review

AJOVista sold out of Eversource Energy (ES) in Q2 2024, closing a stake of 3,504 shares — an estimated $209K sold.

AJOVista first reported a position in ES in Q4 2023 and held it in 2 quarters. The position peaked at $216K in Q4 2023. 814 funds tracked by Wall St. Rank hold ES as of Q2 2024.

AJOVista reported no remaining Eversource Energy position as of Q2 2024 after selling out during the quarter.
AJOVista sold 3,504 Eversource Energy shares in Q2 2024, an estimated $209K.
AJOVista first reported a position in Eversource Energy in Q4 2023 and held it in 2 quarters.
AJOVista's Eversource Energy position peaked at $216K in Q4 2023.
814 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on AJOVista's 13F filing for Q2 2024, filed 13 Aug 2024.