Elm Advisors’s Ameren AEE Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-300	Closed	-$23K	–	94
2020 Q4	$23K	Buy	+300	New	+$24K	0.01%	195
2018 Q4	–	Sell	-300	Closed	-$19K	–	86
2018 Q3	$19K	Buy	+300	New	+$18.9K	0.01%	222

Other funds holding AEE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elm Advisors's AEE Position: Q1 2021 in Review

Elm Advisors sold out of Ameren (AEE) in Q1 2021, closing a stake of 300 shares — an estimated $23K sold.

Elm Advisors first reported a position in AEE in Q3 2018 and held it in 2 quarters. The position peaked at $23K in Q4 2020. 579 funds tracked by Wall St. Rank hold AEE as of Q1 2021.

Elm Advisors reported no remaining Ameren position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 300 Ameren shares in Q1 2021, an estimated $23K.
Elm Advisors first reported a position in Ameren in Q3 2018 and held it in 2 quarters.
Elm Advisors's Ameren position peaked at $23K in Q4 2020.
579 funds tracked by Wall St. Rank held Ameren as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.