Norman Fields Gottscho Capital Management’s American Electric Power AEP Stock Holding History

Norman Fields Gottscho Capital Management’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,145	Closed	-$237K	–	57
2023 Q3	$237K	Buy	3,145 +325	+12%	+$26.4K	0.1%	60
2023 Q2	$237K	Hold	2,820	–	–	0.1%	60
2023 Q1	$257K	Hold	2,820	–	–	0.11%	62
2022 Q4	$268K	Sell	2,820 -325	-10%	-$29.6K	0.12%	64
2022 Q3	$272K	Hold	3,145	–	–	0.13%	59
2022 Q2	$302K	Hold	3,145	–	–	0.14%	62
2022 Q1	$314K	Hold	3,145	–	–	0.12%	65
2021 Q4	$280K	Sell	3,145 -3,425	-52%	-$289K	0.1%	68
2021 Q3	$533K	Sell	6,570 -50	-0.8%	-$4.37K	0.21%	51
2021 Q2	$560K	Buy	6,620 +175	+3%	+$15.1K	0.22%	49
2021 Q1	$546K	Buy	+6,445	New	+$520K	0.24%	49

Other funds holding AEP

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norman Fields Gottscho Capital Management's AEP Position: Q4 2023 in Review

Norman Fields Gottscho Capital Management sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 3,145 shares — an estimated $237K sold.

Norman Fields Gottscho Capital Management first reported a position in AEP in Q1 2021 and held it in 11 quarters. The position peaked at $560K in Q2 2021. 1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

Norman Fields Gottscho Capital Management reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
Norman Fields Gottscho Capital Management sold 3,145 American Electric Power shares in Q4 2023, an estimated $237K.
Norman Fields Gottscho Capital Management first reported a position in American Electric Power in Q1 2021 and held it in 11 quarters.
Norman Fields Gottscho Capital Management's American Electric Power position peaked at $560K in Q2 2021.
1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on Norman Fields Gottscho Capital Management's 13F filing for Q4 2023, filed 5 Jan 2024.