CT
AAN.A

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

Caldwell Trust’s Portfolio AAN.A Stock Details AAN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-150
Closed -$8.5K – 742
2020
Q3 		$8.5K Hold
150
– – ﹤0.01% 630
2020
Q2 		$6.81K Hold
150
– – ﹤0.01% 669
2020
Q1 		$3.42K Buy
+150
New +$3.42K ﹤0.01% 723

Other funds holding AAN.A

MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Caldwell Trust's AAN.A Position: Q4 2020 in Review

Caldwell Trust sold out of The Aaron's Company Inc Class A (AAN.A) in Q4 2020, closing a stake of 150 shares — an estimated $8.5K sold.

Caldwell Trust first reported a position in AAN.A in Q1 2020 and held it in 3 quarters. The position peaked at $8.5K in Q3 2020. 2 funds tracked by Wall St. Rank hold AAN.A as of Q4 2020.

  • Caldwell Trust reported no remaining The Aaron's Company Inc Class A position as of Q4 2020 after selling out during the quarter.
  • Caldwell Trust sold 150 The Aaron's Company Inc Class A shares in Q4 2020, an estimated $8.5K.
  • Caldwell Trust first reported a position in The Aaron's Company Inc Class A in Q1 2020 and held it in 3 quarters.
  • Caldwell Trust's The Aaron's Company Inc Class A position peaked at $8.5K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held The Aaron's Company Inc Class A as of Q4 2020.

Based on Caldwell Trust's 13F filing for Q4 2020, filed 2 Oct 2025.