Minerva Advisors’s Adams Resources & Energy Inc AE Stock Holding History

Minerva Advisors’s Portfolio AE Stock Details AE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8,731	Closed	-$243K	–	68
2021 Q4	$243K	Hold	8,731	–	–	0.15%	63
2021 Q3	$265K	Sell	8,731 -5,275	-38%	-$151K	0.15%	67
2021 Q2	$388K	Sell	14,006 -807	-5%	-$22.2K	0.21%	59
2021 Q1	$415K	Sell	14,813 -10,395	-41%	-$291K	0.23%	57
2020 Q4	$607K	Sell	25,208 -6,487	-20%	-$156K	0.33%	47
2020 Q3	$631K	Hold	31,695	–	–	0.43%	39
2020 Q2	$838K	Hold	31,695	–	–	0.56%	29
2020 Q1	$745K	Hold	31,695	–	–	0.59%	31
2019 Q4	$1.21M	Buy	31,695 +2	+0%	+$65	0.65%	27
2019 Q3	$983K	Buy	31,693 +21,867	+223%	+$693K	0.55%	38
2019 Q2	$331K	Buy	+9,826	New	+$345K	0.18%	72

Other funds holding AE

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

WIM

Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

Minerva Advisors's AE Position: Q1 2022 in Review

Minerva Advisors sold out of Adams Resources & Energy Inc (AE) in Q1 2022, closing a stake of 8,731 shares — an estimated $243K sold.

Minerva Advisors first reported a position in AE in Q2 2019 and held it in 11 quarters. The position peaked at $1.21M in Q4 2019. 37 funds tracked by Wall St. Rank hold AE as of Q1 2022.

Minerva Advisors reported no remaining Adams Resources & Energy Inc position as of Q1 2022 after selling out during the quarter.
Minerva Advisors sold 8,731 Adams Resources & Energy Inc shares in Q1 2022, an estimated $243K.
Minerva Advisors first reported a position in Adams Resources & Energy Inc in Q2 2019 and held it in 11 quarters.
Minerva Advisors's Adams Resources & Energy Inc position peaked at $1.21M in Q4 2019.
37 funds tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2022.

Based on Minerva Advisors's 13F filing for Q1 2022, filed 12 May 2022.