Loomis, Sayles & Company’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Loomis, Sayles & Company’s Portfolio AEPPZ Stock Details AEPPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-28,484	Closed	-$2.7M	–	1043
2022 Q4	$2.7M	Sell	28,484 -1,661	-6%	-$84.5K	0.01%	407
2022 Q3	$2.61M	Buy	30,145 +3,337	+12%	+$182K	0.01%	396
2022 Q2	$2.57M	Buy	26,808 +15,606	+139%	+$868K	﹤0.01%	419
2022 Q1	$1.12M	Buy	+11,202	New	+$596K	﹤0.01%	453

Other funds holding AEPPZ

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company's AEPPZ Position: Q1 2023 in Review

Loomis, Sayles & Company sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q1 2023, closing a stake of 28,484 shares — an estimated $2.7M sold.

Loomis, Sayles & Company first reported a position in AEPPZ in Q1 2022 and held it in 4 quarters. The position peaked at $2.7M in Q4 2022. 49 funds tracked by Wall St. Rank hold AEPPZ as of Q1 2023.

Loomis, Sayles & Company reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q1 2023 after selling out during the quarter.
Loomis, Sayles & Company sold 28,484 American Electric Power Company, Inc. Corporate Units shares in Q1 2023, an estimated $2.7M.
Loomis, Sayles & Company first reported a position in American Electric Power Company, Inc. Corporate Units in Q1 2022 and held it in 4 quarters.
Loomis, Sayles & Company's American Electric Power Company, Inc. Corporate Units position peaked at $2.7M in Q4 2022.
49 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q1 2023.

Based on Loomis, Sayles & Company's 13F filing for Q1 2023, filed 11 May 2023.