SW Investment Management’s AES AES Stock Holding History

SW 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 Q4	–	Sell	-100,000	Closed	-$1.52M	–	12
2023 Q3	$1.52M	Sell	100,000 -900,000	-90%	-$17.1M	0.68%	11
2023 Q2	$24.5M	Hold	1,000,000	–	–	9.09%	5
2023 Q1	$24.1M	Hold	1,000,000	–	–	9.72%	4
2022 Q4	$28.8M	Hold	1,000,000	–	–	13.64%	3
2022 Q3	$22.6M	Buy	1,000,000 +98,552	+11%	+$2.34M	11.36%	4
2022 Q2	$18.9M	Buy	901,448 +51,448	+6%	+$1.12M	10.69%	5
2022 Q1	$21.9M	Hold	850,000	–	–	7.67%	5
2021 Q4	$20.7M	Buy	850,000 +100,000	+13%	+$2.43M	7.02%	6
2021 Q3	$17.1M	Hold	750,000	–	–	6.81%	5
2021 Q2	$19.6M	Hold	750,000	–	–	7.48%	6
2021 Q1	$20.1M	Buy	+750,000	New	+$19.9M	9.42%	5

Other funds holding AES

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

SW Investment Management's AES Position: Q4 2023 in Review

SW Investment Management sold out of AES (AES) in Q4 2023, closing a stake of 100,000 shares — an estimated $1.52M sold.

SW Investment Management first reported a position in AES in Q1 2021 and held it in 11 quarters. The position peaked at $28.8M in Q4 2022. 630 funds tracked by Wall St. Rank hold AES as of Q4 2023.

SW Investment Management reported no remaining AES position as of Q4 2023 after selling out during the quarter.
SW Investment Management sold 100,000 AES shares in Q4 2023, an estimated $1.52M.
SW Investment Management first reported a position in AES in Q1 2021 and held it in 11 quarters.
SW Investment Management's AES position peaked at $28.8M in Q4 2022.
630 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on SW Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.