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Bartlett & Co Wealth Management’s AerCap AER Stock Holding History

Bartlett & Co Wealth Management’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,950
Closed -$115K – 1076
2021
Q1 		$115K Sell
1,950
-91
-4% -$4.43K ﹤0.01% 398
2020
Q4 		$93K Buy
2,041
+91
+5% +$3.18K ﹤0.01% 424
2020
Q3 		$49.1K Hold
1,950
– – ﹤0.01% 503
2020
Q2 		$60.1K Hold
1,950
– – ﹤0.01% 463
2020
Q1 		$44.4K Buy
1,950
+300
+18% +$14.8K ﹤0.01% 482
2019
Q4 		$101K Hold
1,650
– – ﹤0.01% 402
2019
Q3 		$90.3K Hold
1,650
– – ﹤0.01% 405
2019
Q2 		$85.8K Hold
1,650
– – ﹤0.01% 343
2019
Q1 		$76.8K Hold
1,650
– – ﹤0.01% 354
2018
Q4 		$65.3K Sell
1,650
-350
-18% -$17.5K ﹤0.01% 366
2018
Q3 		$115K Hold
2,000
– – ﹤0.01% 312
2018
Q2 		$108K Hold
2,000
– – ﹤0.01% 317
2018
Q1 		$101K Buy
+2,000
New +$104K ﹤0.01% 320

Other funds holding AER

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return