AEIS — ADVANCED ENERGY INDS

Ownership history in MATHER GROUP, LLC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ADVANCED ENERGY INDS (AEIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 35 -96 -73.3% 0.00% $6K $170.00
2025 Q1 ADDED 131 +35 +36.5% 0.00% $12K $95.09
2024 Q4 ADDED 96 +72 +300.0% 0.00% $11K $115.27
2024 Q1 INITIATED 24 — — 0.00% $3K —
% of Fund (quarterly)    AEIS price (monthly, adj. close)

Other funds also holding AEIS

As of 2025 Q4 — sorted by position size

Analog Century Management LP 3Y 4.78% Andar Capital Management HK Ltd 3Y 4.28% G2 Investment Partners Management LLC 3Y 7Y 4.12% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 3.61% SORA INVESTORS LLC 3Y 3.16% Tributary Capital Management, LLC 3Y 7Y 2.89% Compass Wealth Management LLC 3Y 2.77% Amanah Holdings Trust 2.61% Aristotle Capital Boston, LLC 3Y 7Y 2.16% Green Alpha Advisors, LLC 3Y 1.98%
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