Horan Securities’s AES AES Stock Holding History

Horan Securities’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 Q3	–	Sell	-190	Closed	-$3.94K	–	115
2023 Q2	$3.94K	Hold	190	–	–	﹤0.01%	505
2023 Q1	$4.58K	Hold	190	–	–	﹤0.01%	478
2022 Q4	$5.46K	Hold	190	–	–	﹤0.01%	437
2022 Q3	$4K	Hold	190	–	–	﹤0.01%	416
2022 Q2	$4K	Hold	190	–	–	﹤0.01%	430
2022 Q1	$5K	Hold	190	–	–	﹤0.01%	373
2021 Q4	$5K	Buy	+190	New	+$4.62K	﹤0.01%	377
2020 Q4	–	Sell	-199	Closed	-$4K	–	395
2020 Q3	$4K	Buy	+199	New	+$3.32K	﹤0.01%	270
2017 Q2	–	Sell	-330	Closed	-$4K	–	176
2017 Q1	$4K	Buy	+330	New	+$3.77K	﹤0.01%	141
2016 Q4	–	Sell	-323	Closed	-$4K	–	34
2016 Q3	$4K	Buy	+323	New	+$4.02K	0.01%	120

Other funds holding AES

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Horan Securities's AES Position: Q3 2023 in Review

Horan Securities sold out of AES (AES) in Q3 2023, closing a stake of 190 shares — an estimated $3.94K sold.

Horan Securities first reported a position in AES in Q3 2016 and held it in 10 quarters. The position peaked at $5.46K in Q4 2022. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

Horan Securities reported no remaining AES position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 190 AES shares in Q3 2023, an estimated $3.94K.
Horan Securities first reported a position in AES in Q3 2016 and held it in 10 quarters.
Horan Securities's AES position peaked at $5.46K in Q4 2022.
617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.