CT
AAN

Caldwell Trust’s The Aaron's Company Inc AAN Stock Holding History

Caldwell Trust’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
Q2 		– Sell
-75
Closed -$725 – 792
2023
Q1 		$725 Hold
75
– – ﹤0.01% 724
2022
Q4 		$896 Hold
75
– – ﹤0.01% 717
2022
Q3 		$729 Hold
75
– – ﹤0.01% 716
2022
Q2 		$1.09K Hold
75
– – ﹤0.01% 729
2022
Q1 		$1.51K Hold
75
– – ﹤0.01% 726
2021
Q4 		$1.85K Hold
75
– – ﹤0.01% 712
2021
Q3 		$2.07K Hold
75
– – ﹤0.01% 701
2021
Q2 		$2.4K Hold
75
– – ﹤0.01% 708
2021
Q1 		$1.93K Hold
75
– – ﹤0.01% 700
2020
Q4 		$1.42K Buy
+75
New +$1.38K ﹤0.01% 707

Other funds holding AAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Caldwell Trust's AAN Position: Q2 2023 in Review

Caldwell Trust sold out of The Aaron's Company Inc (AAN) in Q2 2023, closing a stake of 75 shares — an estimated $725 sold.

Caldwell Trust first reported a position in AAN in Q4 2020 and held it in 10 quarters. The position peaked at $2.4K in Q2 2021. 165 funds tracked by Wall St. Rank hold AAN as of Q2 2023.

  • Caldwell Trust reported no remaining The Aaron's Company Inc position as of Q2 2023 after selling out during the quarter.
  • Caldwell Trust sold 75 The Aaron's Company Inc shares in Q2 2023, an estimated $725.
  • Caldwell Trust first reported a position in The Aaron's Company Inc in Q4 2020 and held it in 10 quarters.
  • Caldwell Trust's The Aaron's Company Inc position peaked at $2.4K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q2 2023.

Based on Caldwell Trust's 13F filing for Q2 2023, filed 1 Oct 2025.