DI
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Disciplined Investments’s AES AES Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-958
Closed -$19.9K – 140
2023
Q2 		$19.9K Sell
958
-3
-0.3% -$66 0.01% 284
2023
Q1 		$23.1K Sell
961
-12
-1% -$305 0.01% 299
2022
Q4 		$28K Sell
973
-3
-0.3% -$81 0.01% 253
2022
Q3 		$22K Buy
976
+31
+3% +$735 0.01% 300
2022
Q2 		$20K Sell
945
-11
-1% -$240 0.01% 314
2022
Q1 		$25K Buy
956
+56
+6% +$1.27K 0.01% 303
2021
Q4 		$22K Hold
900
– – 0.01% 297
2021
Q3 		$21K Hold
900
– – 0.01% 264
2021
Q2 		$23K Buy
+900
New +$23.8K 0.01% 252

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return