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Maverick Capital’s American Electric Power AEP Stock Holding History

Maverick Capital’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

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return