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Cambridge Trust’s AES AES Stock Holding History

Cambridge Trust’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
2024
Q1 		$15.2K Hold
850
– – ﹤0.01% 546
2023
Q4 		$16.4K Hold
850
– – ﹤0.01% 529
2023
Q3 		$12.9K Hold
850
– – ﹤0.01% 552
2023
Q2 		$17.6K Hold
850
– – ﹤0.01% 540
2023
Q1 		$20.5K Hold
850
– – ﹤0.01% 554
2022
Q4 		$24K Hold
850
– – ﹤0.01% 529
2022
Q3 		$19K Hold
850
– – ﹤0.01% 570
2022
Q2 		$18K Sell
850
-440
-34% -$9.6K ﹤0.01% 615
2022
Q1 		$33K Sell
1,290
-2,071
-62% -$46.8K ﹤0.01% 595
2021
Q4 		$82K Buy
+3,361
New +$81.7K ﹤0.01% 450

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cambridge Trust's AES Position: Q1 2024 in Review

Cambridge Trust held its AES (AES) position steady in Q1 2024 at 850 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Cambridge Trust first reported a position in AES in Q4 2021 and has held it in 10 quarters since. The position peaked at $82K in Q4 2021. 654 funds tracked by Wall St. Rank hold AES as of Q1 2024.

  • Cambridge Trust held 850 shares of AES worth $15.2K as of Q1 2024.
  • Cambridge Trust left its AES share count unchanged in Q1 2024.
  • AES made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #546 holding.
  • Cambridge Trust first reported a position in AES in Q4 2021 and has held it in 10 quarters since.
  • Cambridge Trust's AES position peaked at $82K in Q4 2021.
  • 654 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.