Oracle Alpha’s AES AES Stock Holding History

Oracle Alpha’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	$296K	Sell	16,513 -519	-3%	-$8.67K	0.53%	80
2023 Q4	$328K	Buy	+17,032	New	+$277K	0.42%	87

Other funds holding AES

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oracle Alpha's AES Position: Q1 2024 in Review

Oracle Alpha reduced its AES (AES) stake by 3% in Q1 2024, selling an estimated $8.67K and leaving 16,513 shares worth $296K. The position accounts for 0.53% of the portfolio, ranked #80.

Oracle Alpha first reported a position in AES in Q4 2023 and has held it in 2 quarters since. The position peaked at $328K in Q4 2023. 654 funds tracked by Wall St. Rank hold AES as of Q1 2024.

Oracle Alpha held 16,513 shares of AES worth $296K as of Q1 2024.
Oracle Alpha sold 519 AES shares in Q1 2024, an estimated $8.67K.
AES made up 0.53% of Oracle Alpha's portfolio in Q1 2024, its #80 holding.
Oracle Alpha first reported a position in AES in Q4 2023 and has held it in 2 quarters since.
Oracle Alpha's AES position peaked at $328K in Q4 2023.
654 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.