CCM
AAN.A

Copeland Capital Management’s The Aaron's Company Inc Class A AAN.A Stock Holding History

Copeland Capital Management’s Portfolio AAN.A Stock Details AAN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-824,629
Closed -$37.4M – 280
2020
Q2 		$37.4M Buy
824,629
+194,523
+31% +$8.83M 1.93% 8
2020
Q1 		$14.4M Buy
630,106
+135,012
+27% +$3.08M 0.87% 51
2019
Q4 		$28.3M Buy
495,094
+262,180
+113% +$15M 1.24% 34
2019
Q3 		$15M Buy
+232,914
New +$15M 0.77% 50

Other funds holding AAN.A

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Copeland Capital Management's AAN.A Position: Q3 2020 in Review

Copeland Capital Management sold out of The Aaron's Company Inc Class A (AAN.A) in Q3 2020, closing a stake of 824,629 shares — an estimated $37.4M sold.

Copeland Capital Management first reported a position in AAN.A in Q3 2019 and held it in 4 quarters. The position peaked at $37.4M in Q2 2020. 266 funds tracked by Wall St. Rank hold AAN.A as of Q3 2020.

  • Copeland Capital Management reported no remaining The Aaron's Company Inc Class A position as of Q3 2020 after selling out during the quarter.
  • Copeland Capital Management sold 824,629 The Aaron's Company Inc Class A shares in Q3 2020, an estimated $37.4M.
  • Copeland Capital Management first reported a position in The Aaron's Company Inc Class A in Q3 2019 and held it in 4 quarters.
  • Copeland Capital Management's The Aaron's Company Inc Class A position peaked at $37.4M in Q2 2020.
  • 266 funds tracked by Wall St. Rank held The Aaron's Company Inc Class A as of Q3 2020.

Based on Copeland Capital Management's 13F filing for Q3 2020, filed 22 Oct 2020.