Creative Planning - ADVANCED ENERGY INDS ownership

ADVANCED ENERGY INDS's ticker is AEIS and the CUSIP is 007973100. A total of 288 filers reported holding ADVANCED ENERGY INDS in Q1 2023. The put-call ratio across all filers is 0.99 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q2 2024$1,693,285
+87.7%
15,569
+76.0%
0.00%
+100.0%
Q1 2024$902,319
+22.3%
8,848
+30.7%
0.00%0.0%
Q4 2023$737,606
+92.6%
6,772
+82.4%
0.00%0.0%
Q3 2023$382,885
+18.7%
3,713
+28.3%
0.00%
Q2 2023$322,537
+53.2%
2,894
+34.7%
0.00%
Q1 2023$210,602
-22.0%
2,149
-46.2%
0.00%
-100.0%
Q4 2017$270,000
+27.4%
3,995
+52.4%
0.00%0.0%
Q3 2017$212,000
+24.7%
2,621
-27.2%
0.00%0.0%
Q2 2017$170,000
+2.4%
3,602
+48.8%
0.00%0.0%
Q1 2017$166,000
+130.6%
2,421
+83.3%
0.00%
Q4 2016$72,000
+33.3%
1,321
+14.9%
0.00%
Q3 2016$54,000
+22.7%
1,1500.0%0.00%
Q2 2016$44,000
+300.0%
1,150
+187.5%
0.00%
Q4 2015$11,000
-73.2%
400
-75.0%
0.00%
Q1 2015$41,000
-12.8%
1,600
-20.0%
0.00%
Q4 2014$47,000
-39.7%
2,000
-51.8%
0.00%
-100.0%
Q3 2014$78,0004,1510.00%
Other shareholders
ADVANCED ENERGY INDS shareholders Q1 2023
NameSharesValueWeighting ↓
Summit Street Capital Management, LLC 77,930$4,474,0003.14%
Aristotle Capital Boston, LLC 811,007$46,560,0001.36%
Lisanti Capital Growth, LLC 70,100$4,024,0001.31%
INVESTMENT COUNSELORS OF MARYLAND LLC 488,488$28,044,0001.30%
Phoenix Holdings Ltd. 413,971$22,672,0001.08%
Smith, Graham & Co., Investment Advisors, LP 145,360$8,345,0000.89%
EARNEST PARTNERS LLC 1,030,966$59,188,0000.54%
Divisar Capital Management LLC 26,337$1,512,0000.50%
AlphaOne Investment Services, LLC 3,863$222,0000.37%
Artemis Investment Management LLP 438,784$24,658,0000.34%
View complete list of ADVANCED ENERGY INDS shareholders