Horan Securities’s Advanced Energy AEIS Stock Holding History

Horan Securities’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-21	Closed	-$1K	–	394
2020 Q3	$1K	Buy	+21	New	+$1.47K	﹤0.01%	322

Other funds holding AEIS

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Horan Securities's AEIS Position: Q4 2020 in Review

Horan Securities sold out of Advanced Energy (AEIS) in Q4 2020, closing a stake of 21 shares — an estimated $1K sold.

Horan Securities first reported a position in AEIS in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 289 funds tracked by Wall St. Rank hold AEIS as of Q4 2020.

Horan Securities reported no remaining Advanced Energy position as of Q4 2020 after selling out during the quarter.
Horan Securities sold 21 Advanced Energy shares in Q4 2020, an estimated $1K.
Horan Securities first reported a position in Advanced Energy in Q3 2020 and held it in 1 quarter.
Horan Securities's Advanced Energy position peaked at $1K in Q3 2020.
289 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2020.

Based on Horan Securities's 13F filing for Q4 2020, filed 5 Feb 2021.