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Aperio Group’s Atlantic Union Bankshares AUB Stock Holding History

Aperio Group’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$370K Buy
11,218
+1,711
+18% +$49.1K ﹤0.01% 2095
2020
Q3 		$203K Buy
+9,507
New +$216K ﹤0.01% 2227
2020
Q1 		– Sell
-9,377
Closed -$352K – 2339
2019
Q4 		$352K Buy
9,377
+477
+5% +$18K ﹤0.01% 1990
2019
Q3 		$331K Sell
8,900
-769
-8% -$28.1K ﹤0.01% 1977
2019
Q2 		$342K Buy
9,669
+449
+5% +$15.6K ﹤0.01% 1968
2019
Q1 		$298K Buy
+9,220
New +$307K ﹤0.01% 1998

Other funds holding AUB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's AUB Position: Q4 2020 in Review

Aperio Group increased its Atlantic Union Bankshares (AUB) stake by 18% in Q4 2020, buying an estimated $49.1K and bringing the position to 11,218 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Aperio Group first reported a position in AUB in Q1 2019 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold AUB as of Q4 2020.

  • Aperio Group held 11,218 shares of Atlantic Union Bankshares worth $370K as of Q4 2020.
  • Aperio Group bought 1,711 Atlantic Union Bankshares shares in Q4 2020, an estimated $49.1K.
  • Atlantic Union Bankshares made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2095 holding.
  • Aperio Group first reported a position in Atlantic Union Bankshares in Q1 2019 and has held it in 6 quarters since.
  • 212 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2020.

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