Joel Isaacson & Co’s AES AES Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-7,000	Closed	-$201K	–	328
2022 Q4	$201K	Buy	+7,000	New	+$189K	0.02%	303
2017 Q1	–	Sell	-7,000	Closed	-$81K	–	186
2016 Q4	$81K	Hold	7,000	–	–	0.02%	244
2016 Q3	$90K	Hold	7,000	–	–	0.02%	251
2016 Q2	$87K	Hold	7,000	–	–	0.02%	250
2016 Q1	$83K	Hold	7,000	–	–	0.02%	262
2015 Q4	$67K	Hold	7,000	–	–	0.02%	279
2015 Q3	$69K	Sell	7,000 -20,000	-74%	-$241K	0.02%	277
2015 Q2	$358K	Sell	27,000 -525	-2%	-$7.04K	0.09%	110
2015 Q1	$354K	Hold	27,525	–	–	0.09%	111
2014 Q4	$379K	Buy	27,525 +27,000	+5,143%	+$369K	0.1%	94
2014 Q3	$7K	Hold	525	–	–	﹤0.01%	515
2014 Q2	$8K	Hold	525	–	–	﹤0.01%	484
2014 Q1	$7K	Hold	525	–	–	﹤0.01%	488
2013 Q4	$8K	Hold	525	–	–	﹤0.01%	443
2013 Q3	$7K	Hold	525	–	–	﹤0.01%	428
2013 Q2	$6K	Buy	+525	New	+$6.67K	﹤0.01%	401

Other funds holding AES

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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