AG
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Aperio Group’s Advanced Energy AEIS Stock Holding History

Aperio Group’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.54M Buy
15,889
+1,207
+8% +$103K ﹤0.01% 1357
2020
Q3 		$924K Buy
14,682
+771
+6% +$53.8K ﹤0.01% 1474
2020
Q2 		$943K Sell
13,911
-1,870
-12% -$111K ﹤0.01% 1441
2020
Q1 		$765K Sell
15,781
-1,911
-11% -$121K ﹤0.01% 1413
2019
Q4 		$1.26M Sell
17,692
-23
-0.1% -$1.43K ﹤0.01% 1311
2019
Q3 		$1.02M Sell
17,715
-1,739
-9% -$93.9K ﹤0.01% 1385
2019
Q2 		$1.09M Buy
19,454
+375
+2% +$20.1K ﹤0.01% 1360
2019
Q1 		$948K Sell
19,079
-4,586
-19% -$223K ﹤0.01% 1392
2018
Q4 		$1.02M Buy
23,665
+7,746
+49% +$345K 0.01% 1303
2018
Q3 		$822K Buy
15,919
+1,954
+14% +$113K ﹤0.01% 1517
2018
Q2 		$811K Buy
13,965
+92
+0.7% +$5.82K ﹤0.01% 1507
2018
Q1 		$886K Sell
13,873
-893
-6% -$61.7K ﹤0.01% 1395
2017
Q4 		$996K Buy
14,766
+760
+5% +$61.2K 0.01% 1305
2017
Q3 		$1.13M Buy
14,006
+171
+1% +$12.4K 0.01% 1200
2017
Q2 		$895K Buy
13,835
+722
+6% +$52.8K 0.01% 1296
2017
Q1 		$899K Buy
13,113
+2,735
+26% +$169K 0.01% 1223
2016
Q4 		$568K Buy
10,378
+1,257
+14% +$64.4K ﹤0.01% 1437
2016
Q3 		$432K Buy
9,121
+1,463
+19% +$62.2K ﹤0.01% 1532
2016
Q2 		$291K Buy
7,658
+83
+1% +$2.97K ﹤0.01% 1666
2016
Q1 		$264K Buy
+7,575
New +$222K ﹤0.01% 1722

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Aperio Group's AEIS Position: Q4 2020 in Review

Aperio Group increased its Advanced Energy (AEIS) stake by 8.2% in Q4 2020, buying an estimated $103K and bringing the position to 15,889 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Aperio Group first reported a position in AEIS in Q1 2016 and has held it in 20 quarters since. 289 funds tracked by Wall St. Rank hold AEIS as of Q4 2020.

  • Aperio Group held 15,889 shares of Advanced Energy worth $1.54M as of Q4 2020.
  • Aperio Group bought 1,207 Advanced Energy shares in Q4 2020, an estimated $103K.
  • Advanced Energy made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1357 holding.
  • Aperio Group first reported a position in Advanced Energy in Q1 2016 and has held it in 20 quarters since.
  • 289 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.