Evelyn V. Moreno’s AES AES Stock Holding History

Evelyn V. Moreno’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	-19,000	Closed	-$546K	–	124
2022 Q4	$546K	Hold	19,000	–	–	0.13%	89
2022 Q3	$429K	Hold	19,000	–	–	0.19%	89
2022 Q2	$399K	Buy	+19,000	New	+$415K	0.09%	101

Other funds holding AES

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evelyn V. Moreno's AES Position: Q1 2023 in Review

Evelyn V. Moreno sold out of AES (AES) in Q1 2023, closing a stake of 19,000 shares — an estimated $546K sold.

Evelyn V. Moreno first reported a position in AES in Q2 2022 and held it in 3 quarters. The position peaked at $546K in Q4 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

Evelyn V. Moreno reported no remaining AES position as of Q1 2023 after selling out during the quarter.
Evelyn V. Moreno sold 19,000 AES shares in Q1 2023, an estimated $546K.
Evelyn V. Moreno first reported a position in AES in Q2 2022 and held it in 3 quarters.
Evelyn V. Moreno's AES position peaked at $546K in Q4 2022.
674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.