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Mondrian Investment Partners’s Advanced Energy AEIS Stock Holding History

Mondrian Investment Partners’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-616
Closed -$53K – 80
2022
Q1 		$53K Sell
616
-41,918
-99% -$3.63M ﹤0.01% 92
2021
Q4 		$3.87M Hold
42,534
– – 0.08% 79
2021
Q3 		$3.73M Buy
42,534
+11,935
+39% +$1.12M 0.08% 72
2021
Q2 		$3.45M Buy
+30,599
New +$3.24M 0.07% 88

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Vanguard Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mondrian Investment Partners's AEIS Position: Q2 2022 in Review

Mondrian Investment Partners sold out of Advanced Energy (AEIS) in Q2 2022, closing a stake of 616 shares — an estimated $53K sold.

Mondrian Investment Partners first reported a position in AEIS in Q2 2021 and held it in 4 quarters. The position peaked at $3.87M in Q4 2021. 260 funds tracked by Wall St. Rank hold AEIS as of Q2 2022.

  • Mondrian Investment Partners reported no remaining Advanced Energy position as of Q2 2022 after selling out during the quarter.
  • Mondrian Investment Partners sold 616 Advanced Energy shares in Q2 2022, an estimated $53K.
  • Mondrian Investment Partners first reported a position in Advanced Energy in Q2 2021 and held it in 4 quarters.
  • Mondrian Investment Partners's Advanced Energy position peaked at $3.87M in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2022.

Based on Mondrian Investment Partners's 13F filing for Q2 2022, filed 9 Aug 2022.