HIS
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Horizon Investment Services’s Advanced Energy AEIS Stock Holding History

Horizon Investment Services’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
2021
Q2 		– Sell
-16,378
Closed -$1.79M – 114
2021
Q1 		$1.79M Buy
16,378
+8,076
+97% +$876K 0.96% 36
2020
Q4 		$805K Buy
+8,302
New +$707K 0.49% 55
2018
Q3 		– Sell
-25,613
Closed -$1.49M – 97
2018
Q2 		$1.49M Sell
25,613
-7,555
-23% -$478K 0.74% 42
2018
Q1 		$2.12M Buy
33,168
+3,310
+11% +$229K 0.96% 36
2017
Q4 		$2.02M Sell
29,858
-1,039
-3% -$83.7K 0.83% 40
2017
Q3 		$2.5M Sell
30,897
-1,186
-4% -$86K 1.06% 36
2017
Q2 		$2.08M Buy
32,083
+11,236
+54% +$821K 0.93% 38
2017
Q1 		$1.43M Buy
+20,847
New +$1.29M 0.64% 45

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Horizon Investment Services's AEIS Position: Q2 2021 in Review

Horizon Investment Services sold out of Advanced Energy (AEIS) in Q2 2021, closing a stake of 16,378 shares — an estimated $1.79M sold.

Horizon Investment Services first reported a position in AEIS in Q1 2017 and held it in 8 quarters. The position peaked at $2.5M in Q3 2017. 278 funds tracked by Wall St. Rank hold AEIS as of Q2 2021.

  • Horizon Investment Services reported no remaining Advanced Energy position as of Q2 2021 after selling out during the quarter.
  • Horizon Investment Services sold 16,378 Advanced Energy shares in Q2 2021, an estimated $1.79M.
  • Horizon Investment Services first reported a position in Advanced Energy in Q1 2017 and held it in 8 quarters.
  • Horizon Investment Services's Advanced Energy position peaked at $2.5M in Q3 2017.
  • 278 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2021.

Based on Horizon Investment Services's 13F filing for Q2 2021, filed 13 Aug 2021.