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Mason Morfit’s AES AES Stock Holding History

Mason Morfit’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
2020
Q3 		– Sell
-5,346,500
Closed -$77.5M – 13
2020
Q2 		$77.5M Buy
5,346,500
+1,000,000
+23% +$13.1M 0.89% 15
2020
Q1 		$59.1M Hold
4,346,500
– – 0.85% 16
2019
Q4 		$86.5M Hold
4,346,500
– – 0.88% 14
2019
Q3 		$71M Buy
4,346,500
+200,000
+5% +$3.22M 0.77% 13
2019
Q2 		$69.5M Buy
4,146,500
+2,582,000
+165% +$43.7M 0.73% 12
2019
Q1 		$28.3M Hold
1,564,500
– – 0.31% 16
2018
Q4 		$22.6M Buy
1,564,500
+35,000
+2% +$526K 0.28% 17
2018
Q3 		$21.4M Hold
1,529,500
– – 0.21% 18
2018
Q2 		$20.5M Buy
+1,529,500
New +$18.8M 0.19% 16

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mason Morfit's AES Position: Q3 2020 in Review

Mason Morfit sold out of AES (AES) in Q3 2020, closing a stake of 5,346,500 shares — an estimated $77.5M sold.

Mason Morfit first reported a position in AES in Q2 2018 and held it in 9 quarters. The position peaked at $86.5M in Q4 2019. 527 funds tracked by Wall St. Rank hold AES as of Q3 2020.

  • Mason Morfit reported no remaining AES position as of Q3 2020 after selling out during the quarter.
  • Mason Morfit sold 5,346,500 AES shares in Q3 2020, an estimated $77.5M.
  • Mason Morfit first reported a position in AES in Q2 2018 and held it in 9 quarters.
  • Mason Morfit's AES position peaked at $86.5M in Q4 2019.
  • 527 funds tracked by Wall St. Rank held AES as of Q3 2020.

Based on ValueAct Holdings's 13F filing for Q3 2020, filed 16 Nov 2020.