Harvest Group Wealth Management’s AerCap AER Stock Holding History

Harvest Group Wealth Management’s Portfolio AER Stock Details AER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-359	Closed	-$16K	–	53
2020 Q4	$16K	Hold	359	–	–	0.01%	189
2020 Q3	$9K	Hold	359	–	–	0.01%	227
2020 Q2	$11K	Sell	359 -395	-52%	-$11.3K	0.01%	204
2020 Q1	$17K	Buy	754 +500	+197%	+$24.7K	0.02%	148
2019 Q4	$15K	Hold	254	–	–	0.01%	183
2019 Q3	$14K	Hold	254	–	–	0.02%	201
2019 Q2	$13K	Buy	254 +29	+13%	+$1.42K	0.02%	190
2019 Q1	$10K	Buy	+225	New	+$10.2K	0.01%	235

Other funds holding AER

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

Harvest Group Wealth Management's AER Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of AerCap (AER) in Q1 2021, closing a stake of 359 shares — an estimated $16K sold.

Harvest Group Wealth Management first reported a position in AER in Q1 2019 and held it in 8 quarters. The position peaked at $17K in Q1 2020. 306 funds tracked by Wall St. Rank hold AER as of Q1 2021.

Harvest Group Wealth Management reported no remaining AerCap position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 359 AerCap shares in Q1 2021, an estimated $16K.
Harvest Group Wealth Management first reported a position in AerCap in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's AerCap position peaked at $17K in Q1 2020.
306 funds tracked by Wall St. Rank held AerCap as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.