ER
AA icon

Enlightenment Research’s Alcoa AA Stock Holding History

Enlightenment Research’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,667
Closed -$240K – 95
2022
Q1 		$240K Sell
2,667
-2,133
-44% -$155K 0.32% 105
2021
Q4 		$286K Sell
4,800
-1,966
-29% -$98.5K 0.41% 77
2021
Q3 		$331K Sell
6,766
-12,534
-65% -$530K 0.4% 92
2021
Q2 		$711K Buy
+19,300
New +$702K 0.9% 31

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Enlightenment Research's AA Position: Q2 2022 in Review

Enlightenment Research sold out of Alcoa (AA) in Q2 2022, closing a stake of 2,667 shares — an estimated $240K sold.

Enlightenment Research first reported a position in AA in Q2 2021 and held it in 4 quarters. The position peaked at $711K in Q2 2021. 513 funds tracked by Wall St. Rank hold AA as of Q2 2022.

  • Enlightenment Research reported no remaining Alcoa position as of Q2 2022 after selling out during the quarter.
  • Enlightenment Research sold 2,667 Alcoa shares in Q2 2022, an estimated $240K.
  • Enlightenment Research first reported a position in Alcoa in Q2 2021 and held it in 4 quarters.
  • Enlightenment Research's Alcoa position peaked at $711K in Q2 2021.
  • 513 funds tracked by Wall St. Rank held Alcoa as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.