JIM
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JCP Investment Management’s AES AES Stock Holding History

JCP Investment Management’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
2022
Q3 		– Sell
-687,820
Closed -$14.5M – 18
2022
Q2 		$14.5M Buy
687,820
+35,000
+5% +$764K 10.24% 3
2022
Q1 		$16.8M Sell
652,820
-7,680
-1% -$174K 11.94% 4
2021
Q4 		$16.1M Buy
+660,500
New +$16.1M 11.74% 2

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JCP Investment Management's AES Position: Q3 2022 in Review

JCP Investment Management sold out of AES (AES) in Q3 2022, closing a stake of 687,820 shares — an estimated $14.5M sold.

JCP Investment Management first reported a position in AES in Q4 2021 and held it in 3 quarters. The position peaked at $16.8M in Q1 2022. 633 funds tracked by Wall St. Rank hold AES as of Q3 2022.

  • JCP Investment Management reported no remaining AES position as of Q3 2022 after selling out during the quarter.
  • JCP Investment Management sold 687,820 AES shares in Q3 2022, an estimated $14.5M.
  • JCP Investment Management first reported a position in AES in Q4 2021 and held it in 3 quarters.
  • JCP Investment Management's AES position peaked at $16.8M in Q1 2022.
  • 633 funds tracked by Wall St. Rank held AES as of Q3 2022.

Based on JCP Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.