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Harel Insurance Investments & Financial Services’s AES AES Stock Holding History

Harel Insurance Investments & Financial Services’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
Q2 		– Sell
-7,079
Closed -$167K – 687
2023
Q1 		$167K Hold
7,079
– – ﹤0.01% 351
2022
Q4 		$203K Buy
+7,079
New +$191K ﹤0.01% 282

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AES Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of AES (AES) in Q2 2023, closing a stake of 7,079 shares — an estimated $167K sold.

Harel Insurance Investments & Financial Services first reported a position in AES in Q4 2022 and held it in 2 quarters. The position peaked at $203K in Q4 2022. 636 funds tracked by Wall St. Rank hold AES as of Q2 2023.

  • Harel Insurance Investments & Financial Services reported no remaining AES position as of Q2 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 7,079 AES shares in Q2 2023, an estimated $167K.
  • Harel Insurance Investments & Financial Services first reported a position in AES in Q4 2022 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's AES position peaked at $203K in Q4 2022.
  • 636 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.