Stralem & Co’s American Electric Power AEP Stock Holding History

Stralem & Co’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
2020 Q2	$4.17M	Sell	52,408 -616	-1%	-$50.3K	2.66%	20
2020 Q1	$4.24M	Sell	53,024 -8,092	-13%	-$765K	3.15%	15
2019 Q4	$5.78M	Sell	61,116 -6,755	-10%	-$624K	3.23%	8
2019 Q3	$6.36M	Sell	67,871 -3,549	-5%	-$322K	3.67%	3
2019 Q2	$6.29M	Sell	71,420 -14,200	-17%	-$1.22M	3.42%	9
2019 Q1	$7.17M	Sell	85,620 -10,845	-11%	-$863K	3.28%	9
2018 Q4	$7.21M	Sell	96,465 -55,275	-36%	-$4.15M	3.44%	4
2018 Q3	$10.8M	Buy	151,740 +175	+0.1%	+$12.5K	3.19%	11
2018 Q2	$10.5M	Buy	+151,565	New	+$10.2M	3.1%	14

Other funds holding AEP

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stralem & Co's AEP Position: Q2 2020 in Review

Stralem & Co reduced its American Electric Power (AEP) stake by 1.2% in Q2 2020, selling an estimated $50.3K and leaving 52,408 shares worth $4.17M. The position accounts for 2.66% of the portfolio, ranked #20.

Stralem & Co first reported a position in AEP in Q2 2018 and has held it in 9 quarters since. The position peaked at $10.8M in Q3 2018. 1,129 funds tracked by Wall St. Rank hold AEP as of Q2 2020.

Stralem & Co held 52,408 shares of American Electric Power worth $4.17M as of Q2 2020.
Stralem & Co sold 616 American Electric Power shares in Q2 2020, an estimated $50.3K.
American Electric Power made up 2.66% of Stralem & Co's portfolio in Q2 2020, its #20 holding.
Stralem & Co first reported a position in American Electric Power in Q2 2018 and has held it in 9 quarters since.
Stralem & Co's American Electric Power position peaked at $10.8M in Q3 2018.
1,129 funds tracked by Wall St. Rank held American Electric Power as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.