William Blair Investment Management
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William Blair Investment Management’s Advanced Energy AEIS Stock Holding History

William Blair Investment Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-309,260
Closed -$30.3M – 399
2023
Q1 		$30.3M Buy
309,260
+911
+0.3% +$85.8K 0.11% 221
2022
Q4 		$26.5M Sell
308,349
-11,699
-4% -$982K 0.1% 226
2022
Q3 		$24.8M Sell
320,048
-4,564
-1% -$392K 0.1% 224
2022
Q2 		$23.7M Sell
324,612
-7,929
-2% -$613K 0.09% 246
2022
Q1 		$28.6M Sell
332,541
-3,959
-1% -$343K 0.09% 256
2021
Q4 		$30.6M Buy
336,500
+306,370
+1,017% +$27.3M 0.08% 252
2021
Q3 		$2.64M Buy
+30,130
New +$2.82M 0.01% 375

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

William Blair Investment Management's AEIS Position: Q2 2023 in Review

William Blair Investment Management sold out of Advanced Energy (AEIS) in Q2 2023, closing a stake of 309,260 shares — an estimated $30.3M sold.

William Blair Investment Management first reported a position in AEIS in Q3 2021 and held it in 7 quarters. The position peaked at $30.6M in Q4 2021. 289 funds tracked by Wall St. Rank hold AEIS as of Q2 2023.

  • William Blair Investment Management reported no remaining Advanced Energy position as of Q2 2023 after selling out during the quarter.
  • William Blair Investment Management sold 309,260 Advanced Energy shares in Q2 2023, an estimated $30.3M.
  • William Blair Investment Management first reported a position in Advanced Energy in Q3 2021 and held it in 7 quarters.
  • William Blair Investment Management's Advanced Energy position peaked at $30.6M in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2023.

Based on William Blair Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.