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Aperio Group’s American Coastal Insurance ACIC Stock Holding History

Aperio Group’s Portfolio ACIC Stock Details ACIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-17,950
Closed -$226K – 2334
2019
Q4 		$226K Buy
17,950
+90
+0.5% +$1.14K ﹤0.01% 2162
2019
Q3 		$250K Buy
17,860
+13,715
+331% +$177K ﹤0.01% 2089
2019
Q2 		$59K Buy
+4,145
New +$61.8K ﹤0.01% 2499
2015
Q2 		– Sell
-15,791
Closed -$355K – 2008
2015
Q1 		$355K Buy
+15,791
New +$377K ﹤0.01% 1460

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aperio Group's ACIC Position: Q1 2020 in Review

Aperio Group sold out of American Coastal Insurance (ACIC) in Q1 2020, closing a stake of 17,950 shares — an estimated $226K sold.

Aperio Group first reported a position in ACIC in Q1 2015 and held it in 4 quarters. The position peaked at $355K in Q1 2015. 106 funds tracked by Wall St. Rank hold ACIC as of Q1 2020.

  • Aperio Group reported no remaining American Coastal Insurance position as of Q1 2020 after selling out during the quarter.
  • Aperio Group sold 17,950 American Coastal Insurance shares in Q1 2020, an estimated $226K.
  • Aperio Group first reported a position in American Coastal Insurance in Q1 2015 and held it in 4 quarters.
  • Aperio Group's American Coastal Insurance position peaked at $355K in Q1 2015.
  • 106 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2020.

Based on Aperio Group's 13F filing for Q1 2020, filed 5 May 2020.