LCM Capital Management’s AES AES Stock Holding History

LCM Capital 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
2023 Q2	–	Sell	-8,885	Closed	-$214K	–	89
2023 Q1	$214K	Buy	8,885 +423	+5%	+$10.8K	0.19%	80
2022 Q4	$243K	Buy	+8,462	New	+$228K	0.24%	66
2022 Q2	–	Sell	-8,527	Closed	-$219K	–	88
2022 Q1	$219K	Buy	8,527 +120	+1%	+$2.71K	0.18%	83
2021 Q4	$204K	Buy	+8,407	New	+$204K	0.16%	87
2021 Q3	–	Sell	-8,102	Closed	-$211K	–	90
2021 Q2	$211K	Sell	8,102 -283	-3%	-$7.47K	0.18%	78
2021 Q1	$225K	Buy	+8,385	New	+$223K	0.2%	75

Other funds holding AES

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.38T AUM 44.17% 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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

LCM Capital Management's AES Position: Q2 2023 in Review

LCM Capital Management sold out of AES (AES) in Q2 2023, closing a stake of 8,885 shares — an estimated $214K sold.

LCM Capital Management first reported a position in AES in Q1 2021 and held it in 6 quarters. The position peaked at $243K in Q4 2022. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

LCM Capital Management reported no remaining AES position as of Q2 2023 after selling out during the quarter.
LCM Capital Management sold 8,885 AES shares in Q2 2023, an estimated $214K.
LCM Capital Management first reported a position in AES in Q1 2021 and held it in 6 quarters.
LCM Capital Management's AES position peaked at $243K in Q4 2022.
635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on LCM Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.