Scout Investments’s Advanced Energy AEIS Stock Holding History

Scout Investments’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
2024 Q3	$6.67M	Sell	61,019 -9,840	-14%	-$1.03M	0.18%	154
2024 Q2	$7.71M	Sell	70,859 -6,754	-9%	-$691K	0.21%	148
2024 Q1	$7.87M	Sell	77,613 -4,927	-6%	-$502K	0.19%	151
2023 Q4	$8.99M	Sell	82,540 -1,291	-2%	-$126K	0.22%	141
2023 Q3	$8.57M	Sell	83,831 -4,653	-5%	-$521K	0.2%	139
2023 Q2	$10.3M	Sell	88,484 -2,549	-3%	-$243K	0.21%	134
2023 Q1	$8.92M	Sell	91,033 -1,036	-1%	-$97.6K	0.18%	149
2022 Q4	$7.9M	Sell	92,069 -1,526	-2%	-$128K	0.16%	152
2022 Q3	$7.25M	Sell	93,595 -2,649	-3%	-$227K	0.15%	162
2022 Q2	$7.02M	Buy	96,244 +2,589	+3%	+$200K	0.14%	168
2022 Q1	$8.06M	Sell	93,655 -123	-0.1%	-$10.7K	0.13%	174
2021 Q4	$8.54M	Sell	93,778 -2,117	-2%	-$188K	0.12%	206
2021 Q3	$8.41M	Sell	95,895 -1,066	-1%	-$99.7K	0.13%	215
2021 Q2	$10.9M	Buy	96,961 +8,132	+9%	+$862K	0.16%	187
2021 Q1	$9.7M	Buy	88,829 +8,620	+11%	+$935K	0.15%	216
2020 Q4	$7.78M	Buy	+80,209	New	+$6.83M	0.14%	232

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

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return