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 $1.03B AUM 19.83% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return