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Disciplined Investments’s Ameren AEE Stock Holding History

Disciplined Investments’s Portfolio AEE Stock Details AEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16
Closed -$1.31K – 136
2023
Q2 		$1.31K Sell
16
-1
-6% -$86 ﹤0.01% 846
2023
Q1 		$1.47K Hold
17
– – ﹤0.01% 803
2022
Q4 		$1.51K Sell
17
-4
-19% -$336 ﹤0.01% 727
2022
Q3 		$2K Buy
21
+1
+5% +$91 ﹤0.01% 568
2022
Q2 		$2K Buy
20
+5
+33% +$463 ﹤0.01% 591
2022
Q1 		$1K Buy
+15
New +$1.31K ﹤0.01% 842

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Disciplined Investments's AEE Position: Q3 2023 in Review

Disciplined Investments sold out of Ameren (AEE) in Q3 2023, closing a stake of 16 shares — an estimated $1.31K sold.

Disciplined Investments first reported a position in AEE in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

  • Disciplined Investments reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 Ameren shares in Q3 2023, an estimated $1.31K.
  • Disciplined Investments first reported a position in Ameren in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Ameren position peaked at $2K in Q3 2022.
  • 669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.