Aperio Group’s Bryn Mawr Bank Corp BMTC Stock Holding History

Aperio Group’s Portfolio BMTC Stock Details BMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$401K	Buy	13,114 +3,820	+41%	+$112K	﹤0.01%	2063
2020 Q3	$231K	Buy	+9,294	New	+$248K	﹤0.01%	2181
2020 Q1	–	Sell	-8,979	Closed	-$370K	–	2425
2019 Q4	$370K	Buy	8,979 +554	+7%	+$21.4K	﹤0.01%	1966
2019 Q3	$308K	Sell	8,425 -5,461	-39%	-$196K	﹤0.01%	2008
2019 Q2	$518K	Buy	13,886 +2,361	+20%	+$88.4K	﹤0.01%	1768
2019 Q1	$416K	Buy	11,525 +2,597	+29%	+$98.4K	﹤0.01%	1851
2018 Q4	$307K	Buy	8,928 +4,222	+90%	+$167K	﹤0.01%	1932
2018 Q3	$221K	Buy	4,706 +83	+2%	+$4K	﹤0.01%	2153
2018 Q2	$214K	Sell	4,623 -126	-3%	-$5.82K	﹤0.01%	2143
2018 Q1	$209K	Buy	+4,749	New	+$214K	﹤0.01%	2124

Other funds holding BMTC

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Aperio Group's BMTC Position: Q4 2020 in Review

Aperio Group increased its Bryn Mawr Bank Corp (BMTC) stake by 41% in Q4 2020, buying an estimated $112K and bringing the position to 13,114 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Aperio Group first reported a position in BMTC in Q1 2018 and has held it in 10 quarters since. The position peaked at $518K in Q2 2019. 144 funds tracked by Wall St. Rank hold BMTC as of Q4 2020.

Aperio Group held 13,114 shares of Bryn Mawr Bank Corp worth $401K as of Q4 2020.
Aperio Group bought 3,820 Bryn Mawr Bank Corp shares in Q4 2020, an estimated $112K.
Bryn Mawr Bank Corp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2063 holding.
Aperio Group first reported a position in Bryn Mawr Bank Corp in Q1 2018 and has held it in 10 quarters since.
Aperio Group's Bryn Mawr Bank Corp position peaked at $518K in Q2 2019.
144 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2020.

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