Chapin Davis’s AES AES Stock Holding History

Chapin Davis’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	-66,936	Closed	-$1.93M	–	229
2022 Q4	$1.93M	Buy	+66,936	New	+$1.8M	1.12%	23

Other funds holding AES

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chapin Davis's AES Position: Q1 2023 in Review

Chapin Davis sold out of AES (AES) in Q1 2023, closing a stake of 66,936 shares — an estimated $1.93M sold.

Chapin Davis first reported a position in AES in Q4 2022 and held it in 1 quarter. The position peaked at $1.93M in Q4 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

Chapin Davis reported no remaining AES position as of Q1 2023 after selling out during the quarter.
Chapin Davis sold 66,936 AES shares in Q1 2023, an estimated $1.93M.
Chapin Davis first reported a position in AES in Q4 2022 and held it in 1 quarter.
Chapin Davis's AES position peaked at $1.93M in Q4 2022.
674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Chapin Davis's 13F filing for Q1 2023, filed 13 Apr 2023.