ZIM
AAT

Zacks Investment Management’s American Assets Trust AAT Stock Holding History

Zacks Investment Management’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,627
Closed -$198K – 637
2023
Q1 		$198K Hold
10,627
– – ﹤0.01% 593
2022
Q4 		$282K Buy
+10,627
New +$288K ﹤0.01% 511

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zacks Investment Management's AAT Position: Q2 2023 in Review

Zacks Investment Management sold out of American Assets Trust (AAT) in Q2 2023, closing a stake of 10,627 shares — an estimated $198K sold.

Zacks Investment Management first reported a position in AAT in Q4 2022 and held it in 2 quarters. The position peaked at $282K in Q4 2022. 175 funds tracked by Wall St. Rank hold AAT as of Q2 2023.

  • Zacks Investment Management reported no remaining American Assets Trust position as of Q2 2023 after selling out during the quarter.
  • Zacks Investment Management sold 10,627 American Assets Trust shares in Q2 2023, an estimated $198K.
  • Zacks Investment Management first reported a position in American Assets Trust in Q4 2022 and held it in 2 quarters.
  • Zacks Investment Management's American Assets Trust position peaked at $282K in Q4 2022.
  • 175 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2023.

Based on Zacks Investment Management's 13F filing for Q2 2023, filed 15 Aug 2023.