AG
CCF

Aperio Group’s Chase Corporation CCF Stock Holding History

Aperio Group’s Portfolio CCF Stock Details CCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$285K Buy
2,821
+382
+16% +$40K ﹤0.01% 2201
2020
Q3 		$233K Buy
2,439
+15
+0.6% +$1.52K ﹤0.01% 2178
2020
Q2 		$248K Buy
+2,424
New +$226K ﹤0.01% 2101
2019
Q3 		– Sell
-385
Closed -$41K – 2849
2019
Q2 		$41K Buy
+385
New +$38.1K ﹤0.01% 2572
2018
Q4 		– Sell
-2,866
Closed -$344K – 2347
2018
Q3 		$344K Sell
2,866
-1,642
-36% -$203K ﹤0.01% 1953
2018
Q2 		$529K Buy
+4,508
New +$522K ﹤0.01% 1719

Other funds holding CCF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Aperio Group's CCF Position: Q4 2020 in Review

Aperio Group increased its Chase Corporation (CCF) stake by 16% in Q4 2020, buying an estimated $40K and bringing the position to 2,821 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Aperio Group first reported a position in CCF in Q2 2018 and has held it in 6 quarters since. The position peaked at $529K in Q2 2018. 115 funds tracked by Wall St. Rank hold CCF as of Q4 2020.

  • Aperio Group held 2,821 shares of Chase Corporation worth $285K as of Q4 2020.
  • Aperio Group bought 382 Chase Corporation shares in Q4 2020, an estimated $40K.
  • Chase Corporation made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2201 holding.
  • Aperio Group first reported a position in Chase Corporation in Q2 2018 and has held it in 6 quarters since.
  • Aperio Group's Chase Corporation position peaked at $529K in Q2 2018.
  • 115 funds tracked by Wall St. Rank held Chase Corporation as of Q4 2020.

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