American Electric Power (AEP)
| Sector: | Utilities |
| |
| Super Investor Stats: | |
| Ownership count: | 3 |
| Ownership rank: | 209 |
| % of all portfolios: | 0.054% |
| Hold Price * : | $99.19 |
| History |
Portfolio Manager |
Activity |
Share change |
% change to portfolio ▼ |
| Q3 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.22% |
514 |
0.01 |
| Q2 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.24% |
2,900 |
0.03 |
| Q1 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 42.82% |
69,976 |
0.72 |
| ≡ |
Dodge & Cox |
Buy |
7,351,200 |
0.58 |
| ≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
3,658 |
0.01 |
| Q4 2023 |
| ≡ |
Carl Icahn - Icahn Capital Management |
Buy |
1,205,300 |
0.90 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 23.99% |
51,566 |
0.53 |
| ≡ |
Lee Ainslie - Maverick Capital |
Reduce 8.66% |
347 |
0.00 |
| Q3 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 55.00% |
76,285 |
0.82 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
4,005 |
0.01 |
| Q2 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 4.29% |
5,701 |
0.07 |
| ≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
2,563 |
0.01 |
| Q1 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 11.50% |
13,719 |
0.18 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
2,563 |
0.01 |
| Q4 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 14.44% |
15,050 |
0.21 |
| Q3 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 7.96% |
9,010 |
0.13 |
| Q2 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.30% |
337 |
0.00 |
| Q1 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 305.61% |
85,067 |
1.14 |
| Q4 2021 |
| ≡ |
David Katz - Matrix Asset Advisors |
Buy |
27,835 |
0.32 |
| ≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
26,421 |
0.02 |
| Q3 2021 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
26,421 |
0.02 |
| Q2 2021 |
| ≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
1,202 |
0.00 |
| Q1 2021 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
1,202 |
0.00 |
| Q3 2020 |
| ≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
7,622 |
0.01 |
| Q2 2020 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 270.00% |
5,562 |
0.01 |
| Q1 2020 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
2,060 |
0.00 |
| Q3 2010 |
| ≡ |
Hillman Value Fund |
Sell 100.00% |
27,500 |
6.03 |
| Q3 2009 |
| ≡ |
Hillman Value Fund |
Buy |
27,500 |
4.85 |
| Q1 2007 |
| ≡ |
Hillman Value Fund |
Sell 100.00% |
105,000 |
5.05 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.