Paloma Partners’s AES AES Stock Holding History

Paloma Partners’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 Q2	–	Sell	-52,600	Closed	-$1.27M	–	728
2023 Q1	$1.27M	Sell	52,600 -67,400	-56%	-$1.71M	0.04%	325
2022 Q4	$3.45M	Buy	+120,000	New	+$3.23M	0.16%	107

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Paloma Partners's AES Position: Q3 2024 in Review

Paloma Partners sold out of AES (AES) in Q3 2024, closing a stake of 38,339 shares — an estimated $674K sold.

Paloma Partners first reported a position in AES in Q2 2013 and held it in 28 quarters. The position peaked at $2.47M in Q2 2020. 704 funds tracked by Wall St. Rank hold AES as of Q3 2024.

Paloma Partners reported no remaining AES position as of Q3 2024 after selling out during the quarter.
Paloma Partners sold 38,339 AES shares in Q3 2024, an estimated $674K.
Paloma Partners first reported a position in AES in Q2 2013 and held it in 28 quarters.
Paloma Partners's AES position peaked at $2.47M in Q2 2020.
704 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.