Callan Capital’s AES AES Stock Holding History

Callan Capital’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,216	Closed	-$323K	–	185
2022 Q4	$323K	Hold	11,216	–	–	0.04%	137
2022 Q3	$253K	Buy	+11,216	New	+$266K	0.04%	112

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Capital's AES Position: Q1 2023 in Review

Callan Capital sold out of AES (AES) in Q1 2023, closing a stake of 11,216 shares — an estimated $323K sold.

Callan Capital first reported a position in AES in Q3 2022 and held it in 2 quarters. The position peaked at $323K in Q4 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

Callan Capital reported no remaining AES position as of Q1 2023 after selling out during the quarter.
Callan Capital sold 11,216 AES shares in Q1 2023, an estimated $323K.
Callan Capital first reported a position in AES in Q3 2022 and held it in 2 quarters.
Callan Capital's AES position peaked at $323K in Q4 2022.
674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Callan Capital's 13F filing for Q1 2023, filed 9 May 2023.