Stoneridge Investment Partners’s AES AES Stock Holding History

Stoneridge Investment Partners’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
2019 Q4	–	Sell	-99,968	Closed	-$1.63M	–	132
2019 Q3	$1.63M	Buy	+99,968	New	+$1.61M	0.6%	61
2019 Q2	–	Sell	-95,893	Closed	-$1.73M	–	116
2019 Q1	$1.73M	Sell	95,893 -13,890	-13%	-$234K	0.51%	70
2018 Q4	$1.59M	Sell	109,783 -30,715	-22%	-$461K	0.5%	69
2018 Q3	$1.97M	Sell	140,498 -34,747	-20%	-$468K	0.42%	75
2018 Q2	$2.35M	Sell	175,245 -28,118	-14%	-$346K	0.45%	75
2018 Q1	$2.31M	Sell	203,363 -17,006	-8%	-$185K	0.39%	76
2017 Q4	$2.39M	Sell	220,369 -25,400	-10%	-$275K	0.38%	85
2017 Q3	$2.71M	Sell	245,769 -15,337	-6%	-$171K	0.43%	88
2017 Q2	$2.9M	Buy	261,106 +23,794	+10%	+$273K	0.43%	92
2017 Q1	$2.65M	Buy	+237,312	New	+$2.71M	0.36%	98

Other funds holding AES

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return