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Morris Capital Advisors’s AES AES Stock Holding History

Morris Capital Advisors’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
Q2 		– Sell
-8,099
Closed -$208K – 54
2022
Q1 		$208K Buy
+8,099
New +$183K 0.16% 53
2021
Q3 		– Sell
-9,109
Closed -$237K – 60
2021
Q2 		$237K Hold
9,109
– – 0.18% 54
2021
Q1 		$244K Sell
9,109
-1,104
-11% -$29.4K 0.2% 56
2020
Q4 		$240K Hold
10,213
– – 0.2% 56
2020
Q3 		$185K Sell
10,213
-311
-3% -$5.2K 0.16% 56
2020
Q2 		$152K Buy
10,524
+90
+0.9% +$1.18K 0.14% 59
2020
Q1 		$142K Sell
10,434
-256
-2% -$4.59K 0.15% 61
2019
Q4 		$213K Sell
10,690
-258
-2% -$4.62K 0.18% 66
2019
Q3 		$179K Hold
10,948
– – 0.16% 66
2019
Q2 		$183K Hold
10,948
– – 0.15% 65
2019
Q1 		$198K Sell
10,948
-50
-0.5% -$841 0.16% 61
2018
Q4 		$159K Sell
10,998
-401
-4% -$6.02K 0.14% 65
2018
Q3 		$160K Sell
11,399
-301
-3% -$4.05K 0.11% 71
2018
Q2 		$157K Buy
11,700
+25
+0.2% +$308 0.11% 74
2018
Q1 		$133K Buy
11,675
+132
+1% +$1.44K 0.09% 74
2017
Q4 		$125K Sell
11,543
-233
-2% -$2.52K 0.08% 76
2017
Q3 		$130K Buy
11,776
+67
+0.6% +$748 0.09% 74
2017
Q2 		$130K Sell
11,709
-48
-0.4% -$551 0.09% 75
2017
Q1 		$131K Sell
11,757
-420
-3% -$4.8K 0.1% 74
2016
Q4 		$141K Sell
12,177
-10
-0.1% -$117 0.1% 74
2016
Q3 		$157K Sell
12,187
-451
-4% -$5.62K 0.1% 71
2016
Q2 		$158K Sell
12,638
-25
-0.2% -$282 0.09% 66
2016
Q1 		$149K Buy
12,663
+2,082
+20% +$20.7K 0.1% 65
2015
Q4 		$101K Buy
+10,581
New +$106K 0.07% 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morris Capital Advisors's AES Position: Q2 2022 in Review

Morris Capital Advisors sold out of AES (AES) in Q2 2022, closing a stake of 8,099 shares — an estimated $208K sold.

Morris Capital Advisors first reported a position in AES in Q4 2015 and held it in 24 quarters. The position peaked at $244K in Q1 2021. 597 funds tracked by Wall St. Rank hold AES as of Q2 2022.

  • Morris Capital Advisors reported no remaining AES position as of Q2 2022 after selling out during the quarter.
  • Morris Capital Advisors sold 8,099 AES shares in Q2 2022, an estimated $208K.
  • Morris Capital Advisors first reported a position in AES in Q4 2015 and held it in 24 quarters.
  • Morris Capital Advisors's AES position peaked at $244K in Q1 2021.
  • 597 funds tracked by Wall St. Rank held AES as of Q2 2022.

Based on Morris Capital Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.