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Poplar Forest Capital’s Advanced Energy AEIS Stock Holding History

Poplar Forest Capital’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
2021
Q4 		– Sell
-4,778
Closed -$419K – 55
2021
Q3 		$419K Hold
4,778
– – 0.04% 53
2021
Q2 		$539K Buy
4,778
+1,915
+67% +$203K 0.05% 46
2021
Q1 		$313K Hold
2,863
– – 0.03% 69
2020
Q4 		$278K Buy
+2,863
New +$244K 0.03% 69

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Poplar Forest Capital's AEIS Position: Q4 2021 in Review

Poplar Forest Capital sold out of Advanced Energy (AEIS) in Q4 2021, closing a stake of 4,778 shares — an estimated $419K sold.

Poplar Forest Capital first reported a position in AEIS in Q4 2020 and held it in 4 quarters. The position peaked at $539K in Q2 2021. 271 funds tracked by Wall St. Rank hold AEIS as of Q4 2021.

  • Poplar Forest Capital reported no remaining Advanced Energy position as of Q4 2021 after selling out during the quarter.
  • Poplar Forest Capital sold 4,778 Advanced Energy shares in Q4 2021, an estimated $419K.
  • Poplar Forest Capital first reported a position in Advanced Energy in Q4 2020 and held it in 4 quarters.
  • Poplar Forest Capital's Advanced Energy position peaked at $539K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2021.

Based on Poplar Forest Capital's 13F filing for Q4 2021, filed 28 Jan 2022.