Psagot Value Holdings’s Ameren AEE Stock Holding History

Psagot Value Holdings’s Portfolio AEE Stock Details AEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20	Closed	-$1K	–	517
2023 Q3	$1K	Sell	20 -2	-9%	-$163	﹤0.01%	481
2023 Q2	$2K	Buy	22 +15	+214%	+$1.28K	﹤0.01%	428
2023 Q1	$1K	Buy	+7	New	+$599	﹤0.01%	450

Other funds holding AEE

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Psagot Value Holdings's AEE Position: Q4 2023 in Review

Psagot Value Holdings sold out of Ameren (AEE) in Q4 2023, closing a stake of 20 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in AEE in Q1 2023 and held it in 3 quarters. The position peaked at $2K in Q2 2023. 680 funds tracked by Wall St. Rank hold AEE as of Q4 2023.

Psagot Value Holdings reported no remaining Ameren position as of Q4 2023 after selling out during the quarter.
Psagot Value Holdings sold 20 Ameren shares in Q4 2023, an estimated $1K.
Psagot Value Holdings first reported a position in Ameren in Q1 2023 and held it in 3 quarters.
Psagot Value Holdings's Ameren position peaked at $2K in Q2 2023.
680 funds tracked by Wall St. Rank held Ameren as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.