Aperio Group’s Coterra Energy CTRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$4.93M Sell
302,711
-196,156
-39% -$3.45M 0.01% 838
2020
Q3
$8.66M Sell
498,867
-72,088
-13% -$1.35M 0.03% 524
2020
Q2
$9.81M Sell
570,955
-43,795
-7% -$849K 0.04% 463
2020
Q1
$10.6M Buy
614,750
+432,636
+238% +$6.85M 0.05% 389
2019
Q4
$3.17M Sell
182,114
-33,917
-16% -$589K 0.01% 897
2019
Q3
$3.8M Sell
216,031
-46,018
-18% -$882K 0.02% 810
2019
Q2
$6.02M Buy
262,049
+54,259
+26% +$1.38M 0.02% 643
2019
Q1
$5.42M Buy
207,790
+7,283
+4% +$183K 0.02% 672
2018
Q4
$4.48M Buy
200,507
+36,191
+22% +$874K 0.02% 684
2018
Q3
$3.7M Sell
164,316
-7,354
-4% -$172K 0.02% 793
2018
Q2
$4.08M Sell
171,670
-30,417
-15% -$710K 0.02% 738
2018
Q1
$4.85M Buy
202,087
+4,901
+2% +$126K 0.02% 670
2017
Q4
$5.64M Buy
197,186
+4,663
+2% +$128K 0.03% 601
2017
Q3
$5.15M Buy
192,523
+21,140
+12% +$537K 0.03% 596
2017
Q2
$4.3M Buy
171,383
+15,437
+10% +$365K 0.03% 649
2017
Q1
$3.73M Buy
155,946
+8,703
+6% +$197K 0.03% 660
2016
Q4
$3.44M Sell
147,243
-42,317
-22% -$952K 0.03% 635
2016
Q3
$4.89M Buy
189,560
+20,262
+12% +$507K 0.04% 544
2016
Q2
$4.36M Sell
169,298
-10,720
-6% -$257K 0.03% 552
2016
Q1
$4.09M Buy
180,018
+86,096
+92% +$1.73M 0.04% 558
2015
Q4
$1.66M Buy
93,922
+27,626
+42% +$554K 0.02% 812
2015
Q3
$1.45M Sell
66,296
-13,305
-17% -$341K 0.01% 838
2015
Q2
$2.51M Buy
79,601
+12,060
+18% +$402K 0.03% 633
2015
Q1
$1.99M Sell
67,541
-7,847
-10% -$222K 0.02% 690
2014
Q4
$2.23M Buy
75,388
+689
+0.9% +$21.7K 0.03% 614
2014
Q3
$2.44M Buy
74,699
+5,685
+8% +$190K 0.03% 560
2014
Q2
$2.36M Sell
69,014
-2,685
-4% -$96.2K 0.03% 548
2014
Q1
$2.43M Buy
+71,699
New +$2.65M 0.03% 631
2013
Q4
Sell
-73,000
Closed -$2.61M 503
2013
Q3
$2.72M Buy
73,000
+8,958
+14% +$336K 0.05% 469
2013
Q2
$2.27M Buy
+64,042
New +$2.2M 0.05% 450

Other funds holding CTRA

Aperio Group's CTRA Position: Q4 2020 in Review

Aperio Group reduced its Coterra Energy (CTRA) stake by 39% in Q4 2020, selling an estimated $3.45M and leaving 302,711 shares worth $4.93M. The position accounts for 0.01% of the portfolio, ranked #838.

Aperio Group first reported a position in CTRA in Q2 2013 and has held it in 30 quarters since. The position peaked at $10.6M in Q1 2020. 491 funds tracked by Wall St. Rank hold CTRA as of Q4 2020.

  • Aperio Group held 302,711 shares of Coterra Energy worth $4.93M as of Q4 2020.
  • Aperio Group sold 196,156 Coterra Energy shares in Q4 2020, an estimated $3.45M.
  • Coterra Energy made up 0.01% of Aperio Group's portfolio in Q4 2020, its #838 holding.
  • Aperio Group first reported a position in Coterra Energy in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Coterra Energy position peaked at $10.6M in Q1 2020.
  • 491 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2020.

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