Copeland Capital Management’s AES AES Stock Holding History

Copeland Capital Management’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
2022 Q4	–	Sell	-117	Closed	-$3K	–	287
2022 Q3	$3K	Hold	117	–	–	﹤0.01%	224
2022 Q2	$2K	Hold	117	–	–	﹤0.01%	256
2022 Q1	$3K	Hold	117	–	–	﹤0.01%	235
2021 Q4	$3K	Hold	117	–	–	﹤0.01%	242
2021 Q3	$3K	Hold	117	–	–	﹤0.01%	233
2021 Q2	$3K	Hold	117	–	–	﹤0.01%	227
2021 Q1	$3K	Hold	117	–	–	﹤0.01%	226
2020 Q4	$3K	Hold	117	–	–	﹤0.01%	214
2020 Q3	$2K	Hold	117	–	–	﹤0.01%	225
2020 Q2	$2K	Hold	117	–	–	﹤0.01%	211
2020 Q1	$2K	Hold	117	–	–	﹤0.01%	207
2019 Q4	$2K	Hold	117	–	–	﹤0.01%	236
2019 Q3	$2K	Hold	117	–	–	﹤0.01%	226
2019 Q2	$2K	Sell	117 -24	-17%	-$407	﹤0.01%	227
2019 Q1	$3K	Hold	141	–	–	﹤0.01%	223
2018 Q4	$2K	Buy	+141	New	+$2.12K	﹤0.01%	229

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

Copeland Capital Management's AES Position: Q4 2022 in Review

Copeland Capital Management sold out of AES (AES) in Q4 2022, closing a stake of 117 shares — an estimated $3K sold.

Copeland Capital Management first reported a position in AES in Q4 2018 and held it in 16 quarters. The position peaked at $3K in Q3 2022. 692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

Copeland Capital Management reported no remaining AES position as of Q4 2022 after selling out during the quarter.
Copeland Capital Management sold 117 AES shares in Q4 2022, an estimated $3K.
Copeland Capital Management first reported a position in AES in Q4 2018 and held it in 16 quarters.
Copeland Capital Management's AES position peaked at $3K in Q3 2022.
692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on Copeland Capital Management's 13F filing for Q4 2022, filed 13 Jan 2023.