J.P. Marvel Investment Advisors’s AES AES Stock Holding History

J.P. Marvel Investment Advisors’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 Q4	–	Sell	-76,470	Closed	-$1.16M	–	72
2023 Q3	$1.16M	Hold	76,470	–	–	0.25%	55
2023 Q2	$1.59M	Sell	76,470 -1,200	-2%	-$26.4K	0.33%	56
2023 Q1	$1.87M	Hold	77,670	–	–	0.42%	54
2022 Q4	$2.23M	Hold	77,670	–	–	0.52%	44
2022 Q3	$1.75M	Hold	77,670	–	–	0.45%	51
2022 Q2	$1.63M	Sell	77,670 -500	-0.6%	-$10.9K	0.39%	52
2022 Q1	$2.01M	Sell	78,170 -2,180	-3%	-$49.3K	0.41%	47
2021 Q4	$1.95M	Buy	+80,350	New	+$1.95M	0.38%	47
2021 Q3	–	Sell	-81,450	Closed	-$2.12M	–	62
2021 Q2	$2.12M	Hold	81,450	–	–	0.45%	48
2021 Q1	$2.18M	Buy	+81,450	New	+$2.17M	0.52%	45

Other funds holding AES

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J.P. Marvel Investment Advisors's AES Position: Q4 2023 in Review

J.P. Marvel Investment Advisors sold out of AES (AES) in Q4 2023, closing a stake of 76,470 shares — an estimated $1.16M sold.

J.P. Marvel Investment Advisors first reported a position in AES in Q1 2021 and held it in 10 quarters. The position peaked at $2.23M in Q4 2022. 631 funds tracked by Wall St. Rank hold AES as of Q4 2023.

J.P. Marvel Investment Advisors reported no remaining AES position as of Q4 2023 after selling out during the quarter.
J.P. Marvel Investment Advisors sold 76,470 AES shares in Q4 2023, an estimated $1.16M.
J.P. Marvel Investment Advisors first reported a position in AES in Q1 2021 and held it in 10 quarters.
J.P. Marvel Investment Advisors's AES position peaked at $2.23M in Q4 2022.
631 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on J.P. Marvel Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.