EH
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Equitable Holdings’s AES AES Stock Holding History

Equitable Holdings’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
Q3 		– Sell
-11,298
Closed -$234K – 1069
2023
Q2 		$234K Sell
11,298
-2,098
-16% -$46.2K ﹤0.01% 933
2023
Q1 		$323K Sell
13,396
-6,507
-33% -$165K 0.01% 777
2022
Q4 		$572K Buy
+19,903
New +$536K 0.01% 574

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Equitable Holdings's AES Position: Q3 2023 in Review

Equitable Holdings sold out of AES (AES) in Q3 2023, closing a stake of 11,298 shares — an estimated $234K sold.

Equitable Holdings first reported a position in AES in Q4 2022 and held it in 3 quarters. The position peaked at $572K in Q4 2022. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

  • Equitable Holdings reported no remaining AES position as of Q3 2023 after selling out during the quarter.
  • Equitable Holdings sold 11,298 AES shares in Q3 2023, an estimated $234K.
  • Equitable Holdings first reported a position in AES in Q4 2022 and held it in 3 quarters.
  • Equitable Holdings's AES position peaked at $572K in Q4 2022.
  • 617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Equitable Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.