MA
AEVA

Montag & Associates’s Aeva Technologies AEVA Stock Holding History

Montag & Associates’s Portfolio AEVA Stock Details AEVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-400
Closed -$1.53K – 910
2023
Q3 		$1.53K Hold
400
– – ﹤0.01% 855
2023
Q2 		$2.5K Hold
400
– – ﹤0.01% 856
2023
Q1 		$2.38K Hold
400
– – ﹤0.01% 859
2022
Q4 		$2.72K Buy
+400
New +$3.5K ﹤0.01% 859

Other funds holding AEVA

SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
CPX
Canaan Partners XI Menlo Park, California $76.1M AUM 638.59% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Montag & Associates's AEVA Position: Q4 2023 in Review

Montag & Associates sold out of Aeva Technologies (AEVA) in Q4 2023, closing a stake of 400 shares — an estimated $1.53K sold.

Montag & Associates first reported a position in AEVA in Q4 2022 and held it in 4 quarters. The position peaked at $2.72K in Q4 2022. 102 funds tracked by Wall St. Rank hold AEVA as of Q4 2023.

  • Montag & Associates reported no remaining Aeva Technologies position as of Q4 2023 after selling out during the quarter.
  • Montag & Associates sold 400 Aeva Technologies shares in Q4 2023, an estimated $1.53K.
  • Montag & Associates first reported a position in Aeva Technologies in Q4 2022 and held it in 4 quarters.
  • Montag & Associates's Aeva Technologies position peaked at $2.72K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held Aeva Technologies as of Q4 2023.

Based on Montag & Associates's 13F filing for Q4 2023, filed 7 Feb 2024.