CSPIA
AAN

Cary Street Partners Investment Advisory’s The Aaron's Company Inc AAN Stock Holding History

Cary Street Partners Investment Advisory’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
-16
Closed -$168 – 1850
2023
Q3 		$168 Hold
16
– – ﹤0.01% 1835
2023
Q2 		$226 Hold
16
– – ﹤0.01% 1711
2023
Q1 		$155 Buy
+16
New +$206 ﹤0.01% 1647

Other funds holding AAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $55.1B AUM 45.38% 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

Cary Street Partners Investment Advisory's AAN Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of The Aaron's Company Inc (AAN) in Q4 2023, closing a stake of 16 shares — an estimated $168 sold.

Cary Street Partners Investment Advisory first reported a position in AAN in Q1 2023 and held it in 3 quarters. The position peaked at $226 in Q2 2023. 163 funds tracked by Wall St. Rank hold AAN as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining The Aaron's Company Inc position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 16 The Aaron's Company Inc shares in Q4 2023, an estimated $168.
  • Cary Street Partners Investment Advisory first reported a position in The Aaron's Company Inc in Q1 2023 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's The Aaron's Company Inc position peaked at $226 in Q2 2023.
  • 163 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.