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	$23.6M	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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Epoch Investment Partners's AEIS Position: Q2 2020 in Review

Epoch Investment Partners sold out of Advanced Energy (AEIS) in Q2 2020, closing a stake of 90,524 shares — an estimated $4.39M sold.

Epoch Investment Partners first reported a position in AEIS in Q4 2017 and held it in 9 quarters. The position peaked at $23.6M in Q2 2018. 234 funds tracked by Wall St. Rank hold AEIS as of Q2 2020.

Epoch Investment Partners reported no remaining Advanced Energy position as of Q2 2020 after selling out during the quarter.
Epoch Investment Partners sold 90,524 Advanced Energy shares in Q2 2020, an estimated $4.39M.
Epoch Investment Partners first reported a position in Advanced Energy in Q4 2017 and held it in 9 quarters.
Epoch Investment Partners's Advanced Energy position peaked at $23.6M in Q2 2018.
234 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2020.

Based on Epoch Investment Partners's 13F filing for Q2 2020, filed 13 Aug 2020.