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Aperio Group’s America Movil AMX Stock Holding History

Aperio Group’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$2.91M Sell
200,137
-172,122
-46% -$2.34M 0.01% 1059
2020
Q3 		$4.65M Sell
372,259
-125,902
-25% -$1.6M 0.02% 769
2020
Q2 		$6.32M Sell
498,161
-243,085
-33% -$3.04M 0.02% 634
2020
Q1 		$8.73M Buy
741,246
+52,305
+8% +$816K 0.04% 455
2019
Q4 		$11M Buy
688,941
+10,746
+2% +$168K 0.04% 475
2019
Q3 		$10.1M Buy
678,195
+118,007
+21% +$1.69M 0.04% 471
2019
Q2 		$8.16M Buy
560,188
+24,754
+5% +$366K 0.03% 542
2019
Q1 		$7.65M Buy
535,434
+185,044
+53% +$2.79M 0.03% 544
2018
Q4 		$4.99M Buy
350,390
+63,404
+22% +$911K 0.03% 643
2018
Q3 		$4.61M Buy
286,986
+13,337
+5% +$225K 0.02% 706
2018
Q2 		$4.56M Sell
273,649
-13,407
-5% -$232K 0.02% 702
2018
Q1 		$5.48M Buy
287,056
+26,121
+10% +$483K 0.03% 618
2017
Q4 		$4.47M Buy
260,935
+17,876
+7% +$312K 0.02% 676
2017
Q3 		$4.31M Buy
243,059
+401
+0.2% +$7.19K 0.02% 656
2017
Q2 		$3.86M Buy
242,658
+21,672
+10% +$336K 0.02% 676
2017
Q1 		$3.13M Buy
220,986
+27,574
+14% +$360K 0.02% 719
2016
Q4 		$2.43M Sell
193,412
-28,652
-13% -$347K 0.02% 754
2016
Q3 		$2.54M Buy
222,064
+58,628
+36% +$699K 0.02% 761
2016
Q2 		$2M Sell
163,436
-110,912
-40% -$1.48M 0.02% 806
2016
Q1 		$4.26M Buy
274,348
+160,228
+140% +$2.21M 0.04% 536
2015
Q4 		$1.6M Sell
114,120
-42,578
-27% -$695K 0.01% 821
2015
Q3 		$2.59M Sell
156,698
-44,115
-22% -$827K 0.03% 650
2015
Q2 		$4.28M Buy
200,813
+39,446
+24% +$831K 0.04% 465
2015
Q1 		$3.3M Buy
161,367
+4,968
+3% +$106K 0.04% 514
2014
Q4 		$3.47M Sell
156,399
-589
-0.4% -$13.7K 0.04% 479
2014
Q3 		$3.96M Buy
156,988
+39,454
+34% +$949K 0.05% 412
2014
Q2 		$2.44M Sell
117,534
-34,057
-22% -$682K 0.04% 539
2014
Q1 		$3.01M Buy
+151,591
New +$3.14M 0.04% 559
2013
Q4 		– Sell
-122,692
Closed -$2.68M – 450
2013
Q3 		$2.43M Buy
122,692
+39,300
+47% +$809K 0.05% 508
2013
Q2 		$1.81M Buy
+83,392
New +$1.71M 0.04% 534

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aperio Group's AMX Position: Q4 2020 in Review

Aperio Group reduced its America Movil (AMX) stake by 46% in Q4 2020, selling an estimated $2.34M and leaving 200,137 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #1059.

Aperio Group first reported a position in AMX in Q2 2013 and has held it in 30 quarters since. The position peaked at $11M in Q4 2019. 288 funds tracked by Wall St. Rank hold AMX as of Q4 2020.

  • Aperio Group held 200,137 shares of America Movil worth $2.91M as of Q4 2020.
  • Aperio Group sold 172,122 America Movil shares in Q4 2020, an estimated $2.34M.
  • America Movil made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1059 holding.
  • Aperio Group first reported a position in America Movil in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's America Movil position peaked at $11M in Q4 2019.
  • 288 funds tracked by Wall St. Rank held America Movil as of Q4 2020.

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