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Winslow Evans & Crocker’s AES AES Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$1.05M Buy
44,550
+325
+0.7% +$6.75K 0.2% 123
2020
Q3 		$801K Sell
44,225
-1,000
-2% -$16.7K 0.2% 116
2020
Q2 		$655K Buy
45,225
+4,999
+12% +$65.7K 0.17% 126
2020
Q1 		$550K Hold
40,226
– – 0.18% 123
2019
Q4 		$804K Sell
40,226
-300
-0.7% -$5.37K 0.2% 110
2019
Q3 		$664K Hold
40,526
– – 0.19% 120
2019
Q2 		$682K Sell
40,526
-574
-1% -$9.72K 0.19% 121
2019
Q1 		$746K Buy
41,100
+3,100
+8% +$52.1K 0.21% 106
2018
Q4 		$552K Hold
38,000
– – 0.19% 120
2018
Q3 		$532K Hold
38,000
– – 0.16% 143
2018
Q2 		$512K Hold
38,000
– – 0.16% 137
2018
Q1 		$432K Hold
38,000
– – 0.14% 146
2017
Q4 		$412K Hold
38,000
– – 0.13% 166
2017
Q3 		$419K Hold
38,000
– – 0.14% 159
2017
Q2 		$422K Hold
38,000
– – 0.12% 199
2017
Q1 		$425K Hold
38,000
– – 0.13% 164
2016
Q4 		$442K Hold
38,000
– – 0.14% 156
2016
Q3 		$488K Hold
38,000
– – 0.14% 156
2016
Q2 		$474K Hold
38,000
– – 0.14% 151
2016
Q1 		$448K Hold
38,000
– – 0.14% 154
2015
Q4 		$364K Hold
38,000
– – 0.1% 203
2015
Q3 		$372K Hold
38,000
– – 0.12% 181
2015
Q2 		$504K Buy
38,000
+1,000
+3% +$13.4K 0.14% 169
2015
Q1 		$475K Buy
37,000
+14,556
+65% +$182K 0.13% 170
2014
Q4 		$309K Hold
22,444
– – 0.09% 224
2014
Q3 		$318K Sell
22,444
-218
-1% -$3.24K 0.09% 234
2014
Q2 		$352K Sell
22,662
-1,907
-8% -$27.4K 0.12% 193
2014
Q1 		$351K Buy
24,569
+22,000
+856% +$310K 0.12% 192
2013
Q4 		$37K Buy
+2,569
New +$36.6K 0.01% 560

Other funds holding AES

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Winslow Evans & Crocker's AES Position: Q4 2020 in Review

Winslow Evans & Crocker increased its AES (AES) stake by 0.73% in Q4 2020, buying an estimated $6.75K and bringing the position to 44,550 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #123.

Winslow Evans & Crocker first reported a position in AES in Q4 2013 and has held it in 29 quarters since. 560 funds tracked by Wall St. Rank hold AES as of Q4 2020.

  • Winslow Evans & Crocker held 44,550 shares of AES worth $1.05M as of Q4 2020.
  • Winslow Evans & Crocker bought 325 AES shares in Q4 2020, an estimated $6.75K.
  • AES made up 0.2% of Winslow Evans & Crocker's portfolio in Q4 2020, its #123 holding.
  • Winslow Evans & Crocker first reported a position in AES in Q4 2013 and has held it in 29 quarters since.
  • 560 funds tracked by Wall St. Rank held AES as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.