Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Advanced Energy AEIS Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-126
Closed -$10K – 285
2022
Q3 		$10K Sell
126
-17
-12% -$1.46K ﹤0.01% 144
2022
Q2 		$10K Buy
+143
New +$11.1K ﹤0.01% 167
2021
Q2 		– Sell
-1,640
Closed -$179K – 319
2021
Q1 		$179K Buy
+1,640
New +$178K ﹤0.01% 171

Other funds holding AEIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's AEIS Position: Q4 2022 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Advanced Energy (AEIS) in Q4 2022, closing a stake of 126 shares — an estimated $10K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in AEIS in Q1 2021 and held it in 3 quarters. The position peaked at $179K in Q1 2021. 306 funds tracked by Wall St. Rank hold AEIS as of Q4 2022.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Advanced Energy position as of Q4 2022 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 126 Advanced Energy shares in Q4 2022, an estimated $10K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Advanced Energy in Q1 2021 and held it in 3 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Advanced Energy position peaked at $179K in Q1 2021.
  • 306 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2022.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2022, filed 14 Feb 2023.