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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Stoneridge Investment Partners's AES Position: Q4 2019 in Review

Stoneridge Investment Partners sold out of AES (AES) in Q4 2019, closing a stake of 99,968 shares — an estimated $1.63M sold.

Stoneridge Investment Partners first reported a position in AES in Q1 2017 and held it in 10 quarters. The position peaked at $2.9M in Q2 2017. 556 funds tracked by Wall St. Rank hold AES as of Q4 2019.

Stoneridge Investment Partners reported no remaining AES position as of Q4 2019 after selling out during the quarter.
Stoneridge Investment Partners sold 99,968 AES shares in Q4 2019, an estimated $1.63M.
Stoneridge Investment Partners first reported a position in AES in Q1 2017 and held it in 10 quarters.
Stoneridge Investment Partners's AES position peaked at $2.9M in Q2 2017.
556 funds tracked by Wall St. Rank held AES as of Q4 2019.

Based on Stoneridge Investment Partners's 13F filing for Q4 2019, filed 29 Jan 2020.