Aperio Group’s Sierra Bancorp BSRR Stock Holding History

Aperio Group’s Portfolio BSRR Stock Details BSRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-76	Closed	-$2K	–	2370
2019 Q2	$2K	Buy	+76	New	+$1.95K	﹤0.01%	2923

Other funds holding BSRR

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Aperio Group's BSRR Position: Q3 2019 in Review

Aperio Group sold out of Sierra Bancorp (BSRR) in Q3 2019, closing a stake of 76 shares — an estimated $2K sold.

Aperio Group first reported a position in BSRR in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 93 funds tracked by Wall St. Rank hold BSRR as of Q3 2019.

Aperio Group reported no remaining Sierra Bancorp position as of Q3 2019 after selling out during the quarter.
Aperio Group sold 76 Sierra Bancorp shares in Q3 2019, an estimated $2K.
Aperio Group first reported a position in Sierra Bancorp in Q2 2019 and held it in 1 quarter.
Aperio Group's Sierra Bancorp position peaked at $2K in Q2 2019.
93 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.