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Meritage Group’s Ameren AEE Stock Holding History

Meritage Group’s Portfolio AEE Stock Details AEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,552
Closed -$208K – 51
2023
Q2 		$208K Buy
2,552
+27
+1% +$2.31K 0.01% 48
2023
Q1 		$218K Sell
2,525
-369
-13% -$31.6K 0.01% 45
2022
Q4 		$257K Buy
+2,894
New +$243K 0.01% 17
2022
Q3 		– Sell
-2,421
Closed -$219K – 36
2022
Q2 		$219K Buy
+2,421
New +$224K 0.01% 31

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Meritage Group's AEE Position: Q3 2023 in Review

Meritage Group sold out of Ameren (AEE) in Q3 2023, closing a stake of 2,552 shares — an estimated $208K sold.

Meritage Group first reported a position in AEE in Q2 2022 and held it in 4 quarters. The position peaked at $257K in Q4 2022. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

  • Meritage Group reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
  • Meritage Group sold 2,552 Ameren shares in Q3 2023, an estimated $208K.
  • Meritage Group first reported a position in Ameren in Q2 2022 and held it in 4 quarters.
  • Meritage Group's Ameren position peaked at $257K in Q4 2022.
  • 669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Meritage Group's 13F filing for Q3 2023, filed 13 Nov 2023.