De Burlo Group’s American Electric Power AEP Stock Holding History

De Burlo Group’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,810	Closed	-$270K	–	193
2022 Q2	$270K	Buy	+2,810	New	+$278K	0.08%	65

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

De Burlo Group's AEP Position: Q3 2022 in Review

De Burlo Group sold out of American Electric Power (AEP) in Q3 2022, closing a stake of 2,810 shares — an estimated $270K sold.

De Burlo Group first reported a position in AEP in Q2 2022 and held it in 1 quarter. The position peaked at $270K in Q2 2022. 1,336 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

De Burlo Group reported no remaining American Electric Power position as of Q3 2022 after selling out during the quarter.
De Burlo Group sold 2,810 American Electric Power shares in Q3 2022, an estimated $270K.
De Burlo Group first reported a position in American Electric Power in Q2 2022 and held it in 1 quarter.
De Burlo Group's American Electric Power position peaked at $270K in Q2 2022.
1,336 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on De Burlo Group's 13F filing for Q3 2022, filed 14 Nov 2022.