Aperio Group’s American Public Education APEI Stock Holding History

Aperio Group’s Portfolio APEI Stock Details APEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$327K	Sell	10,727 -531	-5%	-$16.3K	﹤0.01%	2149
2020 Q3	$317K	Buy	11,258 +2,719	+32%	+$82.6K	﹤0.01%	2053
2020 Q2	$253K	Buy	+8,539	New	+$239K	﹤0.01%	2088
2019 Q3	–	Sell	-4,480	Closed	-$133K	–	2326
2019 Q2	$133K	Buy	+4,480	New	+$137K	﹤0.01%	2307
2018 Q2	–	Sell	-5,195	Closed	-$223K	–	2258
2018 Q1	$223K	Buy	+5,195	New	+$159K	﹤0.01%	2093
2017 Q1	–	Sell	-9,891	Closed	-$243K	–	2144
2016 Q4	$243K	Buy	+9,891	New	+$221K	﹤0.01%	1892
2016 Q3	–	Sell	-11,895	Closed	-$334K	–	2064
2016 Q2	$334K	Buy	+11,895	New	+$295K	﹤0.01%	1612

Other funds holding APEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIC

Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Aperio Group's APEI Position: Q4 2020 in Review

Aperio Group reduced its American Public Education (APEI) stake by 4.7% in Q4 2020, selling an estimated $16.3K and leaving 10,727 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

Aperio Group first reported a position in APEI in Q2 2016 and has held it in 7 quarters since. The position peaked at $334K in Q2 2016. 129 funds tracked by Wall St. Rank hold APEI as of Q4 2020.

Aperio Group held 10,727 shares of American Public Education worth $327K as of Q4 2020.
Aperio Group sold 531 American Public Education shares in Q4 2020, an estimated $16.3K.
American Public Education made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2149 holding.
Aperio Group first reported a position in American Public Education in Q2 2016 and has held it in 7 quarters since.
Aperio Group's American Public Education position peaked at $334K in Q2 2016.
129 funds tracked by Wall St. Rank held American Public Education as of Q4 2020.

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