Joule Financial’s AerCap AER Stock Holding History

Joule Financial’s Portfolio AER Stock Details AER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,499	Closed	-$526K	–	104
2024 Q4	$526K	Sell	5,499 -131	-2%	-$12.6K	0.19%	56
2024 Q3	$533K	Sell	5,630 -454	-7%	-$42.5K	0.19%	58
2024 Q2	$567K	Buy	6,084 +82	+1%	+$7.3K	0.23%	49
2024 Q1	$522K	Sell	6,002 -1,247	-17%	-$98K	0.21%	50
2023 Q4	$539K	Buy	+7,249	New	+$479K	0.25%	50

Other funds holding AER

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Joule Financial's AER Position: Q1 2025 in Review

Joule Financial sold out of AerCap (AER) in Q1 2025, closing a stake of 5,499 shares — an estimated $526K sold.

Joule Financial first reported a position in AER in Q4 2023 and held it in 5 quarters. The position peaked at $567K in Q2 2024. 562 funds tracked by Wall St. Rank hold AER as of Q1 2025.

Joule Financial reported no remaining AerCap position as of Q1 2025 after selling out during the quarter.
Joule Financial sold 5,499 AerCap shares in Q1 2025, an estimated $526K.
Joule Financial first reported a position in AerCap in Q4 2023 and held it in 5 quarters.
Joule Financial's AerCap position peaked at $567K in Q2 2024.
562 funds tracked by Wall St. Rank held AerCap as of Q1 2025.

Based on Joule Financial's 13F filing for Q1 2025, filed 11 Apr 2025.