BIA
AAN

Bell Investment Advisors’s The Aaron's Company Inc AAN Stock Holding History

Bell Investment Advisors’s Portfolio AAN Stock Details AAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-92
Closed -$964 – 2022
2023
Q3 		$964 Hold
92
– – ﹤0.01% 1588
2023
Q2 		$1.3K Hold
92
– – ﹤0.01% 1498
2023
Q1 		$889 Hold
92
– – ﹤0.01% 1617
2022
Q4 		$1.1K Sell
92
-89
-49% -$953 ﹤0.01% 1534
2022
Q3 		$2K Buy
181
+164
+965% +$2.19K ﹤0.01% 1266
2022
Q2 		$0 Buy
+17
New +$324 ﹤0.01% 1861
2021
Q4 		$0 Hold
17
– – ﹤0.01% 1974
2021
Q3 		$0 Buy
+17
New +$478 ﹤0.01% 1850

Other funds holding AAN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Investment Advisors's AAN Position: Q4 2023 in Review

Bell Investment Advisors sold out of The Aaron's Company Inc (AAN) in Q4 2023, closing a stake of 92 shares — an estimated $964 sold.

Bell Investment Advisors first reported a position in AAN in Q3 2021 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 163 funds tracked by Wall St. Rank hold AAN as of Q4 2023.

  • Bell Investment Advisors reported no remaining The Aaron's Company Inc position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 92 The Aaron's Company Inc shares in Q4 2023, an estimated $964.
  • Bell Investment Advisors first reported a position in The Aaron's Company Inc in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's The Aaron's Company Inc position peaked at $2K in Q3 2022.
  • 163 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.