Aperio Group’s Carriage Services CSV Stock Holding History

Aperio Group’s Portfolio CSV Stock Details CSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-17,155	Closed	-$439K	–	2349
2019 Q4	$439K	Sell	17,155 -676	-4%	-$16.4K	﹤0.01%	1872
2019 Q3	$364K	Buy	17,831 +1,294	+8%	+$26.8K	﹤0.01%	1927
2019 Q2	$314K	Sell	16,537 -2,978	-15%	-$56.8K	﹤0.01%	2002
2019 Q1	$375K	Buy	19,515 +1,621	+9%	+$31.2K	﹤0.01%	1895
2018 Q4	$277K	Buy	+17,894	New	+$314K	﹤0.01%	1978
2018 Q3	–	Sell	-9,898	Closed	-$243K	–	2290
2018 Q2	$243K	Sell	9,898 -2,126	-18%	-$55.3K	﹤0.01%	2086
2018 Q1	$333K	Buy	12,024 +1,032	+9%	+$27.9K	﹤0.01%	1897
2017 Q4	$283K	Buy	10,992 +1,279	+13%	+$32.6K	﹤0.01%	1975
2017 Q3	$249K	Buy	9,713 +11	+0.1%	+$275	﹤0.01%	2023
2017 Q2	$262K	Buy	9,702 +686	+8%	+$18.4K	﹤0.01%	1959
2017 Q1	$245K	Sell	9,016 -2,092	-19%	-$56K	﹤0.01%	1931
2016 Q4	$318K	Buy	11,108 +983	+10%	+$25.5K	﹤0.01%	1765
2016 Q3	$239K	Buy	+10,125	New	+$240K	﹤0.01%	1846

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Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return