MIFH
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Migdal Insurance & Financial Holdings’s AES AES Stock Holding History

Migdal Insurance & Financial Holdings’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
2022
Q4 		– Sell
-2,333
Closed -$53K – 518
2022
Q3 		$53K Hold
2,333
– – ﹤0.01% 307
2022
Q2 		$49K Buy
2,333
+212
+10% +$4.63K ﹤0.01% 369
2022
Q1 		$54K Sell
2,121
-1,414
-40% -$32K ﹤0.01% 431
2021
Q4 		$85K Buy
+3,535
New +$85.9K ﹤0.01% 385
2019
Q4 		– Sell
-18,031
Closed -$295K – 731
2019
Q3 		$295K Sell
18,031
-5,497
-23% -$88.5K 0.01% 410
2019
Q2 		$391K Buy
23,528
+18,659
+383% +$316K 0.01% 340
2019
Q1 		$88K Buy
4,869
+2,942
+153% +$49.5K ﹤0.01% 531
2018
Q4 		$28K Sell
1,927
-265
-12% -$3.98K ﹤0.01% 615
2018
Q3 		$31K Sell
2,192
-1,438
-40% -$19.4K ﹤0.01% 728
2018
Q2 		$49K Sell
3,630
-248
-6% -$3.05K ﹤0.01% 648
2018
Q1 		$44K Buy
+3,878
New +$42.2K ﹤0.01% 447
2017
Q3 		– Sell
-1,537
Closed -$17K – 543
2017
Q2 		$17K Buy
1,537
+28
+2% +$322 ﹤0.01% 421
2017
Q1 		$17K Buy
1,509
+814
+117% +$9.3K ﹤0.01% 426
2016
Q4 		$8K Buy
+695
New +$8.16K ﹤0.01% 403

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 $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Migdal Insurance & Financial Holdings's AES Position: Q4 2022 in Review

Migdal Insurance & Financial Holdings sold out of AES (AES) in Q4 2022, closing a stake of 2,333 shares — an estimated $53K sold.

Migdal Insurance & Financial Holdings first reported a position in AES in Q4 2016 and held it in 14 quarters. The position peaked at $391K in Q2 2019. 692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

  • Migdal Insurance & Financial Holdings reported no remaining AES position as of Q4 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 2,333 AES shares in Q4 2022, an estimated $53K.
  • Migdal Insurance & Financial Holdings first reported a position in AES in Q4 2016 and held it in 14 quarters.
  • Migdal Insurance & Financial Holdings's AES position peaked at $391K in Q2 2019.
  • 692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2022, filed 23 Jan 2023.