MCWS
AAN.A

McKinley Carter Wealth Services’s The Aaron's Company Inc Class A AAN.A Stock Holding History

McKinley Carter Wealth Services’s Portfolio AAN.A Stock Details AAN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-31,563
Closed -$1.8M – 191
2019
Q4 		$1.8M Buy
31,563
+3,494
+12% +$200K 0.42% 55
2019
Q3 		$1.8M Buy
+28,069
New +$1.8M 0.46% 51

Other funds holding AAN.A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

McKinley Carter Wealth Services's AAN.A Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of The Aaron's Company Inc Class A (AAN.A) in Q1 2020, closing a stake of 31,563 shares — an estimated $1.8M sold.

McKinley Carter Wealth Services first reported a position in AAN.A in Q3 2019 and held it in 2 quarters. The position peaked at $1.8M in Q3 2019. 247 funds tracked by Wall St. Rank hold AAN.A as of Q1 2020.

  • McKinley Carter Wealth Services reported no remaining The Aaron's Company Inc Class A position as of Q1 2020 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 31,563 The Aaron's Company Inc Class A shares in Q1 2020, an estimated $1.8M.
  • McKinley Carter Wealth Services first reported a position in The Aaron's Company Inc Class A in Q3 2019 and held it in 2 quarters.
  • McKinley Carter Wealth Services's The Aaron's Company Inc Class A position peaked at $1.8M in Q3 2019.
  • 247 funds tracked by Wall St. Rank held The Aaron's Company Inc Class A as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.