BOPW
AAN

Brandywine Oak Private Wealth’s The Aaron's Company Inc AAN Stock Holding History

Brandywine Oak Private Wealth’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
2022
Q3 		– Sell
-18,398
Closed -$267K – 326
2022
Q2 		$267K Buy
18,398
+5,862
+47% +$112K 0.03% 268
2022
Q1 		$251K Buy
12,536
+2,181
+21% +$47.8K 0.03% 297
2021
Q4 		$270K Buy
10,355
+963
+10% +$24.6K 0.03% 277
2021
Q3 		$258K Sell
9,392
-103
-1% -$2.89K 0.03% 284
2021
Q2 		$303K Sell
9,495
-2,827
-23% -$89.1K 0.04% 251
2021
Q1 		$316K Buy
+12,322
New +$270K 0.05% 197

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Oak Private Wealth's AAN Position: Q3 2022 in Review

Brandywine Oak Private Wealth sold out of The Aaron's Company Inc (AAN) in Q3 2022, closing a stake of 18,398 shares — an estimated $267K sold.

Brandywine Oak Private Wealth first reported a position in AAN in Q1 2021 and held it in 6 quarters. The position peaked at $316K in Q1 2021. 170 funds tracked by Wall St. Rank hold AAN as of Q3 2022.

  • Brandywine Oak Private Wealth reported no remaining The Aaron's Company Inc position as of Q3 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 18,398 The Aaron's Company Inc shares in Q3 2022, an estimated $267K.
  • Brandywine Oak Private Wealth first reported a position in The Aaron's Company Inc in Q1 2021 and held it in 6 quarters.
  • Brandywine Oak Private Wealth's The Aaron's Company Inc position peaked at $316K in Q1 2021.
  • 170 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q3 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.