SIA
AEP icon

Sit Investment Associates’s American Electric Power AEP Stock Holding History

Sit Investment Associates’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,850
Closed -$237K – 526
2020
Q4 		$237K Hold
2,850
– – 0.01% 446
2020
Q3 		$233K Hold
2,850
– – 0.01% 427
2020
Q2 		$227K Sell
2,850
-16,350
-85% -$1.33M 0.01% 419
2020
Q1 		$1.54M Buy
+19,200
New +$1.82M 0.06% 285

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sit Investment Associates's AEP Position: Q1 2021 in Review

Sit Investment Associates sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 2,850 shares — an estimated $237K sold.

Sit Investment Associates first reported a position in AEP in Q1 2020 and held it in 4 quarters. The position peaked at $1.54M in Q1 2020. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

  • Sit Investment Associates reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
  • Sit Investment Associates sold 2,850 American Electric Power shares in Q1 2021, an estimated $237K.
  • Sit Investment Associates first reported a position in American Electric Power in Q1 2020 and held it in 4 quarters.
  • Sit Investment Associates's American Electric Power position peaked at $1.54M in Q1 2020.
  • 1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Sit Investment Associates's 13F filing for Q1 2021, filed 13 May 2021.