CAL
AAN

Capital Advisors Ltd’s The Aaron's Company Inc AAN Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-108
Closed -$1K – 1530
2023
Q3 		$1K Hold
108
– – ﹤0.01% 1246
2023
Q2 		$2K Hold
108
– – ﹤0.01% 1066
2023
Q1 		$1K Hold
108
– – ﹤0.01% 1156
2022
Q4 		$1K Hold
108
– – ﹤0.01% 1145
2022
Q3 		$1K Buy
+108
New +$1.44K ﹤0.01% 1172

Other funds holding AAN

BlackRock
BlackRock New York $5.72T 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Ltd's AAN Position: Q4 2023 in Review

Capital Advisors Ltd sold out of The Aaron's Company Inc (AAN) in Q4 2023, closing a stake of 108 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in AAN in Q3 2022 and held it in 5 quarters. The position peaked at $2K in Q2 2023. 163 funds tracked by Wall St. Rank hold AAN as of Q4 2023.

  • Capital Advisors Ltd reported no remaining The Aaron's Company Inc position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 108 The Aaron's Company Inc shares in Q4 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in The Aaron's Company Inc in Q3 2022 and held it in 5 quarters.
  • Capital Advisors Ltd's The Aaron's Company Inc position peaked at $2K in Q2 2023.
  • 163 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.