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Liberty Wealth Management’s AerCap AER Stock Holding History

Liberty Wealth Management’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
2020
Q3 		– Sell
-23
Closed -$1K – 847
2020
Q2 		$1K Sell
23
-7
-23% -$200 ﹤0.01% 761
2020
Q1 		$1K Sell
30
-416
-93% -$20.5K ﹤0.01% 763
2019
Q4 		$27K Sell
446
-223
-33% -$13.1K 0.02% 357
2019
Q3 		$37K Sell
669
-105
-14% -$5.54K 0.04% 280
2019
Q2 		$40K Hold
774
– – 0.04% 277
2019
Q1 		$36K Hold
774
– – 0.03% 252
2018
Q4 		$30K Buy
+774
New +$38.7K 0.02% 264

Other funds holding AER

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Liberty Wealth Management's AER Position: Q3 2020 in Review

Liberty Wealth Management sold out of AerCap (AER) in Q3 2020, closing a stake of 23 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in AER in Q4 2018 and held it in 7 quarters. The position peaked at $40K in Q2 2019. 297 funds tracked by Wall St. Rank hold AER as of Q3 2020.

  • Liberty Wealth Management reported no remaining AerCap position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 23 AerCap shares in Q3 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in AerCap in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's AerCap position peaked at $40K in Q2 2019.
  • 297 funds tracked by Wall St. Rank held AerCap as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.