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Aperio Group’s Cardlytics CDLX Stock Holding History

Aperio Group’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$455K Buy
+319
New +$340K ﹤0.01% 2011

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Aperio Group's CDLX Position: Q4 2020 in Review

Aperio Group opened a new position in Cardlytics (CDLX) in Q4 2020: 319 shares worth $455K. The stake represents ﹤0.01% of the portfolio and ranks #2011 among its holdings.

195 funds tracked by Wall St. Rank hold CDLX as of Q4 2020.

  • Aperio Group held 319 shares of Cardlytics worth $455K as of Q4 2020.
  • Cardlytics was a new Aperio Group position in Q4 2020.
  • Cardlytics made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2011 holding.
  • 195 funds tracked by Wall St. Rank held Cardlytics as of Q4 2020.

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