PCH
AEIS icon

Polar Capital Holdings’s Advanced Energy AEIS Stock Holding History

Polar Capital Holdings’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,953
Closed -$254 – 435
2022
Q1 		$254 Buy
2,953
+3
+0.1% +$260 ﹤0.01% 412
2021
Q4 		$269 Buy
+2,950
New +$262K ﹤0.01% 406

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Polar Capital Holdings's AEIS Position: Q2 2022 in Review

Polar Capital Holdings sold out of Advanced Energy (AEIS) in Q2 2022, closing a stake of 2,953 shares — an estimated $254 sold.

Polar Capital Holdings first reported a position in AEIS in Q4 2021 and held it in 2 quarters. The position peaked at $269 in Q4 2021. 260 funds tracked by Wall St. Rank hold AEIS as of Q2 2022.

  • Polar Capital Holdings reported no remaining Advanced Energy position as of Q2 2022 after selling out during the quarter.
  • Polar Capital Holdings sold 2,953 Advanced Energy shares in Q2 2022, an estimated $254.
  • Polar Capital Holdings first reported a position in Advanced Energy in Q4 2021 and held it in 2 quarters.
  • Polar Capital Holdings's Advanced Energy position peaked at $269 in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2022.

Based on Polar Capital Holdings's 13F filing for Q2 2022, filed 15 Aug 2022.