Ergoteles’s AES AES Stock Holding History

Ergoteles’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 Q1	–	Sell	-38,486	Closed	-$1.11M	–	1202
2022 Q4	$1.11M	Buy	+38,486	New	+$1.04M	0.04%	434
2022 Q1	–	Sell	-21,965	Closed	-$534K	–	1173
2021 Q4	$534K	Sell	21,965 -13,241	-38%	-$322K	0.02%	616
2021 Q3	$804K	Buy	+35,206	New	+$855K	0.03%	438
2021 Q1	–	Sell	-131,447	Closed	-$3.09M	–	773
2020 Q4	$3.09M	Buy	131,447 +88,447	+206%	+$1.84M	0.1%	198
2020 Q3	$779K	Buy	+43,000	New	+$718K	0.1%	159

Other funds holding AES

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ergoteles's AES Position: Q1 2023 in Review

Ergoteles sold out of AES (AES) in Q1 2023, closing a stake of 38,486 shares — an estimated $1.11M sold.

Ergoteles first reported a position in AES in Q3 2020 and held it in 5 quarters. The position peaked at $3.09M in Q4 2020. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

Ergoteles reported no remaining AES position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 38,486 AES shares in Q1 2023, an estimated $1.11M.
Ergoteles first reported a position in AES in Q3 2020 and held it in 5 quarters.
Ergoteles's AES position peaked at $3.09M in Q4 2020.
674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.