Aperio Group’s Brown & Brown BRO Stock Holding History

Aperio Group’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$5.34M	Buy	112,692 +8,746	+8%	+$415K	0.02%	805
2020 Q3	$4.71M	Buy	103,946 +4,422	+4%	+$200K	0.02%	766
2020 Q2	$4.06M	Sell	99,524 -74,174	-43%	-$3.02M	0.02%	801
2020 Q1	$6.29M	Buy	173,698 +67,294	+63%	+$2.44M	0.03%	563
2019 Q4	$4.2M	Buy	106,404 +10,047	+10%	+$397K	0.02%	803
2019 Q3	$3.48M	Buy	96,357 +8,901	+10%	+$321K	0.01%	843
2019 Q2	$2.93M	Buy	87,456 +3,628	+4%	+$122K	0.01%	907
2019 Q1	$2.47M	Buy	83,828 +18,818	+29%	+$555K	0.01%	955
2018 Q4	$1.79M	Sell	65,010 -9,038	-12%	-$249K	0.01%	1037
2018 Q3	$2.19M	Buy	74,048 +19,733	+36%	+$584K	0.01%	1024
2018 Q2	$1.51M	Buy	54,315 +14,337	+36%	+$398K	0.01%	1164
2018 Q1	$1.02M	Buy	39,978 +1,754	+5%	+$44.6K	0.01%	1304
2017 Q4	$984K	Buy	38,224 +716	+2%	+$18.4K	0.01%	1309
2017 Q3	$904K	Sell	37,508 -230	-0.6%	-$5.54K	0.01%	1333
2017 Q2	$813K	Buy	37,738 +6,238	+20%	+$134K	0.01%	1348
2017 Q1	$657K	Buy	31,500 +3,706	+13%	+$77.3K	﹤0.01%	1396
2016 Q4	$623K	Buy	27,794 +3,106	+13%	+$69.6K	﹤0.01%	1383
2016 Q3	$465K	Buy	24,688 +530	+2%	+$9.98K	﹤0.01%	1494
2016 Q2	$453K	Sell	24,158 -5,220	-18%	-$97.9K	﹤0.01%	1440
2016 Q1	$526K	Sell	29,378 -6,438	-18%	-$115K	﹤0.01%	1340
2015 Q4	$575K	Buy	35,816 +4,106	+13%	+$65.9K	0.01%	1259
2015 Q3	$491K	Buy	31,710 +1,278	+4%	+$19.8K	0.01%	1304
2015 Q2	$500K	Buy	30,432 +5,754	+23%	+$94.5K	0.01%	1318
2015 Q1	$409K	Buy	24,678 +2,864	+13%	+$47.5K	﹤0.01%	1389
2014 Q4	$359K	Buy	21,814 +1,058	+5%	+$17.4K	﹤0.01%	1399
2014 Q3	$334K	Buy	20,756 +2,196	+12%	+$35.3K	﹤0.01%	1334
2014 Q2	$285K	Buy	18,560 +4,784	+35%	+$73.5K	﹤0.01%	1422
2014 Q1	$212K	Buy	+13,776	New	+$212K	﹤0.01%	1827
2013 Q4	–	Hold	0	–	–	–	1779