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Lee Ainslie’s American Electric Power AEP Stock Holding History

Lee Ainslie’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,658
Closed -$297K – 408
2023
Q4 		$297K Sell
3,658
-347
-9% -$26.9K 0.01% 278
2023
Q3 		$301K Buy
+4,005
New +$326K 0.01% 227
2023
Q2 		– Sell
-2,563
Closed -$233K – 399
2023
Q1 		$233K Buy
+2,563
New +$234K 0.01% 437
2021
Q4 		– Sell
-26,421
Closed -$2.15M – 320
2021
Q3 		$2.15M Buy
+26,421
New +$2.31M 0.02% 168
2021
Q2 		– Sell
-1,202
Closed -$102K – 667
2021
Q1 		$102K Buy
+1,202
New +$96.9K ﹤0.01% 585
2020
Q3 		– Sell
-7,622
Closed -$607K – 566
2020
Q2 		$607K Buy
7,622
+5,562
+270% +$454K 0.01% 421
2020
Q1 		$165K Buy
+2,060
New +$195K ﹤0.01% 427

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lee Ainslie's AEP Position: Q1 2024 in Review

Lee Ainslie sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 3,658 shares — an estimated $297K sold.

Lee Ainslie first reported a position in AEP in Q1 2020 and held it in 7 quarters. The position peaked at $2.15M in Q3 2021. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Lee Ainslie reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • Lee Ainslie sold 3,658 American Electric Power shares in Q1 2024, an estimated $297K.
  • Lee Ainslie first reported a position in American Electric Power in Q1 2020 and held it in 7 quarters.
  • Lee Ainslie's American Electric Power position peaked at $2.15M in Q3 2021.
  • 1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Maverick Capital's 13F filing for Q1 2024, filed 15 May 2024.