Echo Street Capital Management’s AES AES Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-47,649	Closed	-$724K	–	13
2023 Q3	$724K	Buy	+47,649	New	+$908K	0.01%	191
2022 Q1	–	Sell	-22,452	Closed	-$546K	–	600
2021 Q4	$546K	Sell	22,452 -5,196	-19%	-$126K	﹤0.01%	387
2021 Q3	$631K	Buy	+27,648	New	+$672K	﹤0.01%	362
2021 Q2	–	Sell	-28,998	Closed	-$777K	–	580
2021 Q1	$777K	Buy	+28,998	New	+$771K	0.01%	209

Other funds holding AES

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

Echo Street Capital Management's AES Position: Q4 2023 in Review

Echo Street Capital Management sold out of AES (AES) in Q4 2023, closing a stake of 47,649 shares — an estimated $724K sold.

Echo Street Capital Management first reported a position in AES in Q1 2021 and held it in 4 quarters. The position peaked at $777K in Q1 2021. 631 funds tracked by Wall St. Rank hold AES as of Q4 2023.

Echo Street Capital Management reported no remaining AES position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 47,649 AES shares in Q4 2023, an estimated $724K.
Echo Street Capital Management first reported a position in AES in Q1 2021 and held it in 4 quarters.
Echo Street Capital Management's AES position peaked at $777K in Q1 2021.
631 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.