Schroder Investment Management Group

Schroder Investment Management Group’s Advanced Energy AEIS Stock Holding History

Schroder Investment Management Group’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	-1,932	Closed	-$170K	–	1401
2021 Q3	$170K	Sell	1,932 -11,887	-86%	-$1.11M	﹤0.01%	1348
2021 Q2	$1.56M	Sell	13,819 -5,127	-27%	-$543K	﹤0.01%	1067
2021 Q1	$2.07M	Sell	18,946 -28,558	-60%	-$3.1M	﹤0.01%	1011
2020 Q4	$4.61M	Sell	47,504 -52,189	-52%	-$4.44M	0.01%	823
2020 Q3	$6.15M	Buy	+99,693	New	+$6.96M	0.01%	688
2018 Q3	–	Sell	-1,900	Closed	-$110K	–	1272
2018 Q2	$110K	Buy	+1,900	New	+$120K	﹤0.01%	1198

Other funds holding AEIS

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

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

Ameriprise Minneapolis, Minnesota $431B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity Investments

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

Dimensional Fund Advisors

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return