EFH
AES icon

Eaton Financial Holdings’s AES AES Stock Holding History

Eaton Financial Holdings’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
2024
Q1 		– Sell
-459,789
Closed -$8.85M – 65
2023
Q4 		$8.85M Sell
459,789
-3,196
-0.7% -$52K 2.14% 6
2023
Q3 		$7.04M Buy
+462,985
New +$8.82M 1.88% 12

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eaton Financial Holdings's AES Position: Q1 2024 in Review

Eaton Financial Holdings sold out of AES (AES) in Q1 2024, closing a stake of 459,789 shares — an estimated $8.85M sold.

Eaton Financial Holdings first reported a position in AES in Q3 2023 and held it in 2 quarters. The position peaked at $8.85M in Q4 2023. 654 funds tracked by Wall St. Rank hold AES as of Q1 2024.

  • Eaton Financial Holdings reported no remaining AES position as of Q1 2024 after selling out during the quarter.
  • Eaton Financial Holdings sold 459,789 AES shares in Q1 2024, an estimated $8.85M.
  • Eaton Financial Holdings first reported a position in AES in Q3 2023 and held it in 2 quarters.
  • Eaton Financial Holdings's AES position peaked at $8.85M in Q4 2023.
  • 654 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.