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Psagot Value Holdings’s AES AES Stock Holding History

Psagot Value Holdings’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 		– Sell
-5
Closed – – 143
2023
Q4 		$0 Buy
+5
New +$81 ﹤0.01% 518
2023
Q3 		– Sell
-8
Closed – – 504
2023
Q2 		$0 Sell
8
-14
-64% -$308 ﹤0.01% 533
2023
Q1 		$1K Buy
+22
New +$559 ﹤0.01% 451
2018
Q1 		– Sell
-10,000
Closed -$108K – 341
2017
Q4 		$108K Hold
10,000
– – ﹤0.01% 227
2017
Q3 		$110K Buy
10,000
+3,000
+43% +$33.5K ﹤0.01% 243
2017
Q2 		$78K Buy
+7,000
New +$80.4K ﹤0.01% 249
2013
Q4 		– Sell
-65,500
Closed -$870K – 444
2013
Q3 		$870K Buy
+65,500
New +$840K 0.03% 165

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Psagot Value Holdings's AES Position: Q1 2024 in Review

Psagot Value Holdings sold out of AES (AES) in Q1 2024, closing a stake of 5 shares.

Psagot Value Holdings first reported a position in AES in Q3 2013 and held it in 7 quarters. The position peaked at $870K in Q3 2013. 653 funds tracked by Wall St. Rank hold AES as of Q1 2024.

  • Psagot Value Holdings reported no remaining AES position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 5 AES shares in Q1 2024.
  • Psagot Value Holdings first reported a position in AES in Q3 2013 and held it in 7 quarters.
  • Psagot Value Holdings's AES position peaked at $870K in Q3 2013.
  • 653 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.