Hoese & Co’s Alcoa AA Stock Holding History

Hoese & Co’s Portfolio AA Stock Details AA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-44	Closed	-$1.34K	–	155
2025 Q1	$1.34K	Hold	44	–	–	﹤0.01%	151
2024 Q4	$1.66K	Sell	44 -62	-58%	-$2.58K	﹤0.01%	164
2024 Q3	$4.09K	Buy	106 +18	+20%	+$613	﹤0.01%	150
2024 Q2	$3.89K	Hold	88	–	–	﹤0.01%	129
2024 Q1	$2.39K	Hold	88	–	–	﹤0.01%	135
2023 Q4	$2.36K	Hold	88	–	–	﹤0.01%	145
2023 Q3	$2.56K	Hold	88	–	–	﹤0.01%	157
2023 Q2	$2.98K	Hold	88	–	–	﹤0.01%	164
2023 Q1	$4.3K	Hold	88	–	–	﹤0.01%	155
2022 Q4	$4K	Hold	88	–	–	﹤0.01%	162
2022 Q3	$3K	Hold	88	–	–	﹤0.01%	174
2022 Q2	$4K	Hold	88	–	–	﹤0.01%	168
2022 Q1	$8K	Hold	88	–	–	0.01%	159
2021 Q4	$5K	Hold	88	–	–	0.01%	171
2021 Q3	$4K	Buy	+88	New	+$3.72K	﹤0.01%	164

Other funds holding AA

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

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return