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Stone House Investment Management’s AES AES Stock Holding History

Stone House Investment Management’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-97
Closed -$2.01K – 340
2023
Q2 		$2.01K Buy
+97
New +$2.14K ﹤0.01% 269

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stone House Investment Management's AES Position: Q3 2023 in Review

Stone House Investment Management sold out of AES (AES) in Q3 2023, closing a stake of 97 shares — an estimated $2.01K sold.

Stone House Investment Management first reported a position in AES in Q2 2023 and held it in 1 quarter. The position peaked at $2.01K in Q2 2023. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

  • Stone House Investment Management reported no remaining AES position as of Q3 2023 after selling out during the quarter.
  • Stone House Investment Management sold 97 AES shares in Q3 2023, an estimated $2.01K.
  • Stone House Investment Management first reported a position in AES in Q2 2023 and held it in 1 quarter.
  • Stone House Investment Management's AES position peaked at $2.01K in Q2 2023.
  • 617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Stone House Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.