Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Advanced Energy Industries, Inc. (AEIS)
← All AEIS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 81,818 0.04 Reduce 16.91% <0.01 $201.56–360.00 · VW $288.05i $26,403,487 SEC
2025   Q4 98,473 0.04 Reduce 15.24% <0.01 $167.23–232.05 · VW $205.37i $20,617,292 SEC
2025   Q3 116,173 0.04 Reduce 3.09% <0.01 $128.40–179.28 · VW $150.33i $19,765,675 SEC
2025   Q2 119,883 0.03 Add 0.76% <0.01 $75.01–135.96 · VW $108.67i $15,884,498 SEC
2025   Q1 118,983 0.02 Add 5.17% <0.01 $91.10–132.16 · VW $111.84i $11,340,270 SEC
2024   Q4 113,133 0.03 Reduce 4.64% <0.01 $100.60–124.48 · VW $112.12i $13,081,569 SEC
2024   Q3 118,633 0.03 Add 5.23% <0.01 $92.13–119.75 · VW $106.63i $12,484,937 SEC
2024   Q2 112,733 0.03 Reduce 0.09% $89.12–111.73 · VW $102.16i $12,260,841 SEC
2024   Q1 112,833 0.03 Add 12.68% <0.01 $93.77–109.98 · VW $102.03i $11,506,709 SEC
2023   Q4 100,133 0.03 Add 19.07% <0.01 $81.86–113.39 · VW $96.45i $10,906,486 SEC
2023   Q3 84,093 0.02 Reduce 3.86% <0.01 $97.94–126.38 · VW $112.77i $8,671,670 SEC
2023   Q2 87,468 0.02 Add 16.43% <0.01 $82.95–112.89 · VW $97.54i $9,748,309 SEC
2023   Q1 75,126 0.02 Add 43.85% <0.01 $84.40–101.00 · VW $94.22i $7,362,348 SEC
2022   Q4 52,226 0.01 Add 2.53% <0.01 $68.00–97.32 · VW $84.65i $4,479,946 SEC
2022   Q3 50,938 0.01 Add 0.79% <0.01 $67.55–98.07 · VW $85.75i $3,943,000 SEC
2022   Q2 50,538 0.01 Add 70.59% <0.01 $68.65–87.34 · VW $77.71i $3,688,000 SEC
2022   Q1 29,625 0.01 Add 144.15% <0.01 $77.79–95.30 · VW $85.55i $2,550,000 SEC
2021   Q4 12,134 <0.01 Add 111.61% <0.01 $82.62–96.36 · VW $89.56i $1,105,000 SEC
2021   Q3 5,734 <0.01 Add 973.78% <0.01 $81.82–113.21 · VW $93.81i $503,000 SEC
2021   Q2 534 <0.01 Buy <0.01 $81.71–122.36 · VW $105.70i $60,000 SEC
Price snapshot:
Current price$298.52
Avg. buy price$95.06
+/- since buy214.02%
52-week low$128.17
52-week high$397.32