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Moody Lynn & Lieberson’s AES AES Stock Holding History

Moody Lynn & Lieberson’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
2023
Q1 		– Sell
-40,270
Closed -$1.16M – 216
2022
Q4 		$1.16M Sell
40,270
-71,995
-64% -$1.94M 0.11% 102
2022
Q3 		$2.54M Buy
+112,265
New +$2.66M 0.24% 74

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

Moody Lynn & Lieberson's AES Position: Q1 2023 in Review

Moody Lynn & Lieberson sold out of AES (AES) in Q1 2023, closing a stake of 40,270 shares — an estimated $1.16M sold.

Moody Lynn & Lieberson first reported a position in AES in Q3 2022 and held it in 2 quarters. The position peaked at $2.54M in Q3 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

  • Moody Lynn & Lieberson reported no remaining AES position as of Q1 2023 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 40,270 AES shares in Q1 2023, an estimated $1.16M.
  • Moody Lynn & Lieberson first reported a position in AES in Q3 2022 and held it in 2 quarters.
  • Moody Lynn & Lieberson's AES position peaked at $2.54M in Q3 2022.
  • 674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2023, filed 2 May 2023.