Matthew Hamilton Rosenberg’s AES AES Stock Holding History

Matthew Hamilton Rosenberg’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 Q4	–	Sell	-102	Closed	-$1.55K	–	921
2023 Q3	$1.55K	Hold	102	–	–	﹤0.01%	765
2023 Q2	$2.11K	Hold	102	–	–	﹤0.01%	749
2023 Q1	$2.46K	Hold	102	–	–	﹤0.01%	779
2022 Q4	$2.93K	Hold	102	–	–	﹤0.01%	757
2022 Q3	$2K	Hold	102	–	–	﹤0.01%	758
2022 Q2	$2K	Buy	+102	New	+$2.23K	﹤0.01%	745

Other funds holding AES

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Matthew Hamilton Rosenberg's AES Position: Q4 2023 in Review

Matthew Hamilton Rosenberg sold out of AES (AES) in Q4 2023, closing a stake of 102 shares — an estimated $1.55K sold.

Matthew Hamilton Rosenberg first reported a position in AES in Q2 2022 and held it in 6 quarters. The position peaked at $2.93K in Q4 2022. 631 funds tracked by Wall St. Rank hold AES as of Q4 2023.

Matthew Hamilton Rosenberg reported no remaining AES position as of Q4 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 102 AES shares in Q4 2023, an estimated $1.55K.
Matthew Hamilton Rosenberg first reported a position in AES in Q2 2022 and held it in 6 quarters.
Matthew Hamilton Rosenberg's AES position peaked at $2.93K in Q4 2022.
631 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2023, filed 16 Jan 2024.