HGWM
AER icon

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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return