DI
AES icon

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's AES Position: Q3 2023 in Review

Disciplined Investments sold out of AES (AES) in Q3 2023, closing a stake of 958 shares — an estimated $19.9K sold.

Disciplined Investments first reported a position in AES in Q2 2021 and held it in 9 quarters. The position peaked at $28K in Q4 2022. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

  • Disciplined Investments reported no remaining AES position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 958 AES shares in Q3 2023, an estimated $19.9K.
  • Disciplined Investments first reported a position in AES in Q2 2021 and held it in 9 quarters.
  • Disciplined Investments's AES position peaked at $28K in Q4 2022.
  • 617 funds tracked by Wall St. Rank held AES as of Q3 2023.

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