FIM
AAN

Fernwood Investment Management’s The Aaron's Company Inc AAN Stock Holding History

Fernwood Investment Management’s Portfolio AAN Stock Details AAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,000
Closed -$30K – 714
2024
Q1 		$30K Buy
+4,000
New +$37.4K 0.01% 399

Other funds holding AAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Fernwood Investment Management's AAN Position: Q2 2024 in Review

Fernwood Investment Management sold out of The Aaron's Company Inc (AAN) in Q2 2024, closing a stake of 4,000 shares — an estimated $30K sold.

Fernwood Investment Management first reported a position in AAN in Q1 2024 and held it in 1 quarter. The position peaked at $30K in Q1 2024. 145 funds tracked by Wall St. Rank hold AAN as of Q2 2024.

  • Fernwood Investment Management reported no remaining The Aaron's Company Inc position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 4,000 The Aaron's Company Inc shares in Q2 2024, an estimated $30K.
  • Fernwood Investment Management first reported a position in The Aaron's Company Inc in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's The Aaron's Company Inc position peaked at $30K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.