Epoch Investment Partners’s Advanced Energy AEIS Stock Holding History

Epoch Investment Partners’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-90,524	Closed	-$4.39M	–	286
2020 Q1	$4.39M	Buy	90,524 +34,895	+63%	+$2.22M	0.03%	230
2019 Q4	$3.96M	Buy	+55,629	New	+$3.46M	0.02%	253
2019 Q3	–	Sell	-142,572	Closed	-$8.02M	–	276
2019 Q2	$8.02M	Sell	142,572 -277,398	-66%	-$14.9M	0.04%	207
2019 Q1	$20.9M	Sell	419,970 -553	-0.1%	-$26.9K	0.09%	154
2018 Q4	$18.1M	Buy	420,523 +15,084	+4%	+$672K	0.08%	180
2018 Q3	$20.9M	Sell	405,439 -876	-0.2%	-$50.7K	0.08%	179
2018 Q2	$23.6K	Buy	406,315 +337,050	+487%	+$21.3M	0.07%	179
2018 Q1	$4.43M	Buy	69,265 +289	+0.4%	+$20K	0.02%	250
2017 Q4	$4.65M	Buy	+68,976	New	+$5.56M	0.02%	249

Other funds holding AEIS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Fidelity Investments

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return