B
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Bailard’s AES AES Stock Holding History

Bailard’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
2023
Q3 		– Sell
-16,681
Closed -$346K – 698
2023
Q2 		$346K Buy
16,681
+2,920
+21% +$64.3K 0.01% 472
2023
Q1 		$331K Sell
13,761
-21
-0.2% -$534 0.01% 488
2022
Q4 		$396K Buy
13,782
+55
+0.4% +$1.48K 0.02% 451
2022
Q3 		$310K Buy
13,727
+184
+1% +$4.36K 0.01% 455
2022
Q2 		$285K Buy
+13,543
New +$296K 0.01% 500
2021
Q1 		– Sell
-14,285
Closed -$336K – 688
2020
Q4 		$336K Sell
14,285
-4,915
-26% -$102K 0.02% 414
2020
Q3 		$348K Sell
19,200
-4,400
-19% -$73.5K 0.02% 355
2020
Q2 		$342K Hold
23,600
– – 0.02% 339
2020
Q1 		$321K Buy
+23,600
New +$423K 0.02% 303

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return