Jupiter Investment Management’s AES AES Stock Holding History

Jupiter 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
2019 Q4	–	Sell	-7,244,401	Closed	-$118M	–	430
2019 Q3	$118M	Sell	7,244,401 -1,978,785	-21%	-$31.9M	1.53%	6
2019 Q2	$155M	Buy	9,223,186 +5,549,595	+151%	+$94M	1.58%	10
2019 Q1	$66.4M	Buy	3,673,591 +2,878,179	+362%	+$48.4M	0.61%	53
2018 Q4	$11.5M	Buy	795,412 +690,041	+655%	+$10.4M	0.1%	138
2018 Q3	$1.48M	Buy	+105,371	New	+$1.42M	0.01%	244
2018 Q2	–	Sell	-43,760	Closed	-$497K	–	367
2018 Q1	$497K	Sell	43,760 -38,055	-47%	-$414K	﹤0.01%	318
2017 Q4	$886K	Sell	81,815 -3,315,466	-98%	-$35.9M	0.01%	261
2017 Q3	$37.4M	Buy	3,397,281 +1,601,575	+89%	+$17.9M	0.39%	83
2017 Q2	$19.9M	Buy	1,795,706 +747,894	+71%	+$8.59M	0.24%	104
2017 Q1	$11.7M	Buy	1,047,812 +981,594	+1,482%	+$11.2M	0.17%	107
2016 Q4	$769K	Buy	+66,218	New	+$777K	0.01%	230
2016 Q2	–	Sell	-12,054	Closed	-$142K	–	429
2016 Q1	$142K	Buy	+12,054	New	+$120K	﹤0.01%	417
2015 Q4	–	Sell	-441,526	Closed	-$4.32M	–	280
2015 Q3	$4.32M	Buy	+441,526	New	+$5.33M	0.12%	141
2014 Q4	–	Sell	-7,100	Closed	-$100K	–	328
2014 Q3	$100K	Sell	7,100 -678,834	-99%	-$10.1M	﹤0.01%	299
2014 Q2	$10.7M	Sell	685,934 -222,614	-25%	-$3.2M	0.6%	54
2014 Q1	$13M	Buy	908,548 +598,973	+193%	+$8.45M	0.88%	32
2013 Q4	$4.49M	Buy	309,575 +217,357	+236%	+$3.09M	0.38%	81
2013 Q3	$1.23M	Sell	92,218 -57,916	-39%	-$743K	0.12%	202
2013 Q2	$1.8M	Buy	+150,134	New	+$1.91M	0.22%	160

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jupiter Investment Management's AES Position: Q4 2019 in Review

Jupiter Investment Management sold out of AES (AES) in Q4 2019, closing a stake of 7,244,401 shares — an estimated $118M sold.

Jupiter Investment Management first reported a position in AES in Q2 2013 and held it in 19 quarters. The position peaked at $155M in Q2 2019. 556 funds tracked by Wall St. Rank hold AES as of Q4 2019.

Jupiter Investment Management reported no remaining AES position as of Q4 2019 after selling out during the quarter.
Jupiter Investment Management sold 7,244,401 AES shares in Q4 2019, an estimated $118M.
Jupiter Investment Management first reported a position in AES in Q2 2013 and held it in 19 quarters.
Jupiter Investment Management's AES position peaked at $155M in Q2 2019.
556 funds tracked by Wall St. Rank held AES as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.