Aperio Group’s China Telecom Corporation, LTD CHA Stock Holding History

Aperio Group’s Portfolio CHA Stock Details CHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$8.71M	Sell	316,261 -94,748	-23%	-$2.9M	0.03%	613
2020 Q3	$12.3M	Buy	411,009 +66,058	+19%	+$2.07M	0.04%	409
2020 Q2	$9.68M	Sell	344,951 -94,726	-22%	-$3.01M	0.04%	469
2020 Q1	$13.4M	Buy	439,677 +12,394	+3%	+$463K	0.06%	321
2019 Q4	$17.6M	Sell	427,283 -232,939	-35%	-$9.76M	0.06%	335
2019 Q3	$30.1M	Sell	660,222 -21,657	-3%	-$996K	0.12%	200
2019 Q2	$34.1M	Buy	681,879 +88,931	+15%	+$4.56M	0.14%	162
2019 Q1	$33.2M	Buy	592,948 +32,257	+6%	+$1.75M	0.14%	154
2018 Q4	$28.4M	Buy	560,691 +90,799	+19%	+$4.56M	0.14%	153
2018 Q3	$23.2M	Buy	469,892 +34,935	+8%	+$1.64M	0.1%	221
2018 Q2	$20.2M	Sell	434,957 -44,763	-9%	-$2.09M	0.1%	241
2018 Q1	$21.3M	Sell	479,720 -35,723	-7%	-$1.64M	0.11%	225
2017 Q4	$24.5M	Buy	515,443 +94,957	+23%	+$4.73M	0.12%	189
2017 Q3	$21.5M	Buy	420,486 +85,566	+26%	+$4.19M	0.12%	200
2017 Q2	$16.1M	Buy	334,920 +68,058	+26%	+$3.34M	0.1%	243
2017 Q1	$13M	Buy	266,862 +202,391	+314%	+$9.68M	0.09%	265
2016 Q4	$2.97M	Buy	64,471 +27,831	+76%	+$1.38M	0.02%	687
2016 Q3	$1.87M	Buy	36,640 +3,269	+10%	+$163K	0.01%	858
2016 Q2	$1.5M	Buy	33,371 +5,716	+21%	+$277K	0.01%	925
2016 Q1	$1.45M	Buy	27,655 +4,173	+18%	+$198K	0.01%	894
2015 Q4	$1.09M	Sell	23,482 -3,672	-14%	-$183K	0.01%	983
2015 Q3	$1.32M	Buy	27,154 +1,439	+6%	+$77.5K	0.01%	870
2015 Q2	$1.52M	Sell	25,715 -1,734	-6%	-$120K	0.02%	818
2015 Q1	$1.77M	Sell	27,449 -4,445	-14%	-$273K	0.02%	732
2014 Q4	$1.87M	Sell	31,894 -4,588	-13%	-$278K	0.02%	665
2014 Q3	$2.24M	Sell	36,482 -7,940	-18%	-$453K	0.03%	582
2014 Q2	$2.17M	Sell	44,422 -2,775	-6%	-$136K	0.03%	568
2014 Q1	$2.17M	Buy	+47,197	New	+$2.13M	0.03%	677
2013 Q4	–	Sell	-39,942	Closed	-$2.07M	–	591
2013 Q3	$1.97M	Buy	39,942 +11,171	+39%	+$567K	0.04%	595
2013 Q2	$1.37M	Buy	+28,771	New	+$1.42M	0.03%	639

Other funds holding CHA

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

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Aperio Group's CHA Position: Q4 2020 in Review

Aperio Group reduced its China Telecom Corporation, LTD (CHA) stake by 23% in Q4 2020, selling an estimated $2.9M and leaving 316,261 shares worth $8.71M. The position accounts for 0.03% of the portfolio, ranked #613.

Aperio Group first reported a position in CHA in Q2 2013 and has held it in 30 quarters since. The position peaked at $34.1M in Q2 2019. 68 funds tracked by Wall St. Rank hold CHA as of Q4 2020.

Aperio Group held 316,261 shares of China Telecom Corporation, LTD worth $8.71M as of Q4 2020.
Aperio Group sold 94,748 China Telecom Corporation, LTD shares in Q4 2020, an estimated $2.9M.
China Telecom Corporation, LTD made up 0.03% of Aperio Group's portfolio in Q4 2020, its #613 holding.
Aperio Group first reported a position in China Telecom Corporation, LTD in Q2 2013 and has held it in 30 quarters since.
Aperio Group's China Telecom Corporation, LTD position peaked at $34.1M in Q2 2019.
68 funds tracked by Wall St. Rank held China Telecom Corporation, LTD as of Q4 2020.

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