AIM
AA icon

Aspen Investment Management’s Alcoa AA Stock Holding History

Aspen Investment Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,400
Closed -$230K – 139
2023
Q1 		$230K Buy
+5,400
New +$260K 0.15% 118
2022
Q3 		– Sell
-7,995
Closed -$364K – 129
2022
Q2 		$364K Hold
7,995
– – 0.23% 108
2022
Q1 		$720K Sell
7,995
-141
-2% -$10.2K 0.38% 84
2021
Q4 		$485K Sell
8,136
-431
-5% -$21.6K 0.24% 108
2021
Q3 		$419K Hold
8,567
– – 0.22% 101
2021
Q2 		$316K Buy
+8,567
New +$311K 0.17% 121

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return