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Aperio Group’s Bank of Marin Bancorp BMRC Stock Holding History

Aperio Group’s Portfolio BMRC Stock Details BMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$442K Sell
12,874
-2,445
-16% -$83.3K ﹤0.01% 2019
2020
Q3 		$444K Sell
15,319
-3,912
-20% -$123K ﹤0.01% 1872
2020
Q2 		$641K Buy
19,231
+8,526
+80% +$270K ﹤0.01% 1650
2020
Q1 		$321K Buy
10,705
+1,487
+16% +$58.6K ﹤0.01% 1862
2019
Q4 		$415K Sell
9,218
-15
-0.2% -$663 ﹤0.01% 1908
2019
Q3 		$383K Buy
9,233
+989
+12% +$41.6K ﹤0.01% 1899
2019
Q2 		$338K Sell
8,244
-157
-2% -$6.59K ﹤0.01% 1973
2019
Q1 		$342K Sell
8,401
-190
-2% -$8.08K ﹤0.01% 1944
2018
Q4 		$354K Buy
8,591
+951
+12% +$38.9K ﹤0.01% 1873
2018
Q3 		$320K Sell
7,640
-26
-0.3% -$1.12K ﹤0.01% 1982
2018
Q2 		$310K Buy
7,666
+278
+4% +$10.6K ﹤0.01% 1982
2018
Q1 		$255K Buy
7,388
+754
+11% +$26.1K ﹤0.01% 2033
2017
Q4 		$226K Buy
6,634
+662
+11% +$22.9K ﹤0.01% 2095
2017
Q3 		$205K Buy
+5,972
New +$194K ﹤0.01% 2110

Other funds holding BMRC

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Aperio Group's BMRC Position: Q4 2020 in Review

Aperio Group reduced its Bank of Marin Bancorp (BMRC) stake by 16% in Q4 2020, selling an estimated $83.3K and leaving 12,874 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Aperio Group first reported a position in BMRC in Q3 2017 and has held it in 14 quarters since. The position peaked at $641K in Q2 2020. 93 funds tracked by Wall St. Rank hold BMRC as of Q4 2020.

  • Aperio Group held 12,874 shares of Bank of Marin Bancorp worth $442K as of Q4 2020.
  • Aperio Group sold 2,445 Bank of Marin Bancorp shares in Q4 2020, an estimated $83.3K.
  • Bank of Marin Bancorp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2019 holding.
  • Aperio Group first reported a position in Bank of Marin Bancorp in Q3 2017 and has held it in 14 quarters since.
  • Aperio Group's Bank of Marin Bancorp position peaked at $641K in Q2 2020.
  • 93 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q4 2020.

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