MOTCO’s AES AES Stock Holding History

MOTCO’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
2024 Q1	–	Sell	-5	Closed	-$96	–	681
2023 Q4	$96	Hold	5	–	–	﹤0.01%	720
2023 Q3	$76	Sell	5 -4	-44%	-$76	﹤0.01%	797
2023 Q2	$187	Buy	+9	New	+$198	﹤0.01%	967
2022 Q2	–	Sell	-309	Closed	-$8K	–	559
2022 Q1	$8K	Hold	309	–	–	﹤0.01%	499
2021 Q4	$8K	Hold	309	–	–	﹤0.01%	487
2021 Q3	$7K	Hold	309	–	–	﹤0.01%	530
2021 Q2	$8K	Buy	+309	New	+$8.16K	﹤0.01%	513
2021 Q1	–	Sell	-121	Closed	-$3K	–	577
2020 Q4	$3K	Hold	121	–	–	﹤0.01%	626
2020 Q3	$2K	Hold	121	–	–	﹤0.01%	570
2020 Q2	$2K	Hold	121	–	–	﹤0.01%	531
2020 Q1	$2K	Buy	+121	New	+$2.17K	﹤0.01%	536
2019 Q3	–	Sell	-250	Closed	-$4K	–	514
2019 Q2	$4K	Buy	+250	New	+$4.24K	﹤0.01%	733
2016 Q4	–	Sell	-513	Closed	-$7K	–	564
2016 Q3	$7K	Buy	+513	New	+$6.39K	﹤0.01%	500
2014 Q3	–	Sell	-228	Closed	-$4K	–	604
2014 Q2	$4K	Sell	228 -568	-71%	-$8.16K	﹤0.01%	551
2014 Q1	$11K	Hold	796	–	–	﹤0.01%	419
2013 Q4	$12K	Hold	796	–	–	﹤0.01%	423
2013 Q3	$11K	Hold	796	–	–	﹤0.01%	432
2013 Q2	$10K	Buy	+796	New	+$10.1K	﹤0.01%	456

Other funds holding AES

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MOTCO's AES Position: Q1 2024 in Review

MOTCO sold out of AES (AES) in Q1 2024, closing a stake of 5 shares — an estimated $96 sold.

MOTCO first reported a position in AES in Q2 2013 and held it in 18 quarters. The position peaked at $12K in Q4 2013. 654 funds tracked by Wall St. Rank hold AES as of Q1 2024.

MOTCO reported no remaining AES position as of Q1 2024 after selling out during the quarter.
MOTCO sold 5 AES shares in Q1 2024, an estimated $96.
MOTCO first reported a position in AES in Q2 2013 and held it in 18 quarters.
MOTCO's AES position peaked at $12K in Q4 2013.
654 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on MOTCO's 13F filing for Q1 2024, filed 9 May 2024.