Savant Capital’s Alcoa AA Stock Holding History

Savant Capital’s Portfolio AA Stock Details AA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$914K	Buy	13,775 +951	+7%	+$58.3K	﹤0.01%	658
2025 Q4	$681K	Buy	12,824 +3,129	+32%	+$128K	﹤0.01%	714
2025 Q3	$319K	Buy	9,695 +2,122	+28%	+$66K	﹤0.01%	1003
2025 Q2	$223K	Buy	7,573 +875	+13%	+$23.6K	﹤0.01%	1104
2025 Q1	$204K	Sell	6,698 -1,121	-14%	-$39.2K	﹤0.01%	1002
2024 Q4	$295K	Buy	7,819 +2,278	+41%	+$94.6K	﹤0.01%	1124
2024 Q3	$214K	Sell	5,541 -969	-15%	-$33K	﹤0.01%	1253
2024 Q2	$259K	Buy	+6,510	New	+$252K	﹤0.01%	1039
2016 Q4	–	Sell	-7,050	Closed	-$172K	–	258
2016 Q3	$172K	Buy	7,050 +1,588	+29%	+$38.7K	0.05%	241
2016 Q2	$122K	Buy	5,462 +982	+22%	+$23K	0.03%	246
2016 Q1	$103K	Buy	+4,480	New	+$91.2K	0.03%	231
2015 Q2	–	Sell	-4,189	Closed	-$130K	–	210
2015 Q1	$130K	Sell	4,189 -12	-0.3%	-$431	0.05%	209
2014 Q4	$159K	Buy	+4,201	New	+$163K	0.06%	209

Other funds holding AA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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