SAM
AAN

Shell Asset Management’s The Aaron's Company Inc AAN Stock Holding History

Shell Asset Management’s Portfolio AAN Stock Details AAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-36,486
Closed -$382K – 1286
2023
Q3 		$382K Buy
36,486
+17,655
+94% +$225K 0.02% 670
2023
Q2 		$266K Sell
18,831
-107
-0.6% -$1.32K 0.01% 826
2023
Q1 		$183K Buy
+18,938
New +$243K 0.01% 958
2021
Q1 		– Sell
-3,295
Closed -$62K – 1498
2020
Q4 		$62K Buy
+3,295
New +$60.7K ﹤0.01% 1337

Other funds holding AAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shell Asset Management's AAN Position: Q4 2023 in Review

Shell Asset Management sold out of The Aaron's Company Inc (AAN) in Q4 2023, closing a stake of 36,486 shares — an estimated $382K sold.

Shell Asset Management first reported a position in AAN in Q4 2020 and held it in 4 quarters. The position peaked at $382K in Q3 2023. 163 funds tracked by Wall St. Rank hold AAN as of Q4 2023.

  • Shell Asset Management reported no remaining The Aaron's Company Inc position as of Q4 2023 after selling out during the quarter.
  • Shell Asset Management sold 36,486 The Aaron's Company Inc shares in Q4 2023, an estimated $382K.
  • Shell Asset Management first reported a position in The Aaron's Company Inc in Q4 2020 and held it in 4 quarters.
  • Shell Asset Management's The Aaron's Company Inc position peaked at $382K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q4 2023.

Based on Shell Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.