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 $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return