ZIG
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Zullo Investment Group’s AES AES Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-452
Closed -$13K – 142
2022
Q4 		$13K Hold
452
– – 0.01% 455
2022
Q3 		$10K Hold
452
– – 0.01% 481
2022
Q2 		$9K Hold
452
– – 0.01% 503
2022
Q1 		$12K Hold
452
– – 0.01% 495
2021
Q4 		$11K Buy
+452
New +$11K 0.01% 507

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 $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zullo Investment Group's AES Position: Q1 2023 in Review

Zullo Investment Group sold out of AES (AES) in Q1 2023, closing a stake of 452 shares — an estimated $13K sold.

Zullo Investment Group first reported a position in AES in Q4 2021 and held it in 5 quarters. The position peaked at $13K in Q4 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

  • Zullo Investment Group reported no remaining AES position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 452 AES shares in Q1 2023, an estimated $13K.
  • Zullo Investment Group first reported a position in AES in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's AES position peaked at $13K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.