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Aperio Group’s Curtiss-Wright CW Stock Holding History

Aperio Group’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$2.71M Buy
23,247
+7,382
+47% +$779K 0.01% 1093
2020
Q3 		$1.48M Sell
15,865
-69
-0.4% -$6.62K 0.01% 1254
2020
Q2 		$1.42M Sell
15,934
-5,051
-24% -$481K 0.01% 1254
2020
Q1 		$1.94M Buy
20,985
+3,174
+18% +$407K 0.01% 1024
2019
Q4 		$2.51M Buy
17,811
+2,422
+16% +$328K 0.01% 996
2019
Q3 		$1.99M Sell
15,389
-267
-2% -$33.6K 0.01% 1060
2019
Q2 		$1.99M Buy
15,656
+726
+5% +$83.6K 0.01% 1055
2019
Q1 		$1.69M Sell
14,930
-270
-2% -$30.7K 0.01% 1104
2018
Q4 		$1.55M Buy
15,200
+2,434
+19% +$272K 0.01% 1089
2018
Q3 		$1.75M Sell
12,766
-471
-4% -$61.8K 0.01% 1109
2018
Q2 		$1.57M Sell
13,237
-820
-6% -$107K 0.01% 1145
2018
Q1 		$1.9M Buy
14,057
+849
+6% +$111K 0.01% 1033
2017
Q4 		$1.61M Sell
13,208
-204
-2% -$24.1K 0.01% 1080
2017
Q3 		$1.4M Sell
13,412
-973
-7% -$94.4K 0.01% 1099
2017
Q2 		$1.32M Buy
14,385
+1,807
+14% +$163K 0.01% 1102
2017
Q1 		$1.15M Buy
12,578
+733
+6% +$70.8K 0.01% 1106
2016
Q4 		$1.17M Sell
11,845
-634
-5% -$60.3K 0.01% 1052
2016
Q3 		$1.14M Buy
12,479
+450
+4% +$39.6K 0.01% 1047
2016
Q2 		$1.01M Buy
12,029
+338
+3% +$27.2K 0.01% 1067
2016
Q1 		$884K Buy
11,691
+3,579
+44% +$248K 0.01% 1099
2015
Q4 		$556K Buy
8,112
+2,452
+43% +$167K 0.01% 1281
2015
Q3 		$353K Sell
5,660
-1,725
-23% -$116K ﹤0.01% 1485
2015
Q2 		$535K Buy
7,385
+412
+6% +$30.4K 0.01% 1280
2015
Q1 		$516K Sell
6,973
-142
-2% -$9.93K 0.01% 1257
2014
Q4 		$502K Buy
7,115
+1,434
+25% +$98.9K 0.01% 1221
2014
Q3 		$374K Buy
5,681
+564
+11% +$37.9K 0.01% 1274
2014
Q2 		$335K Sell
5,117
-158
-3% -$10.4K ﹤0.01% 1332
2014
Q1 		$335K Buy
+5,275
New +$334K ﹤0.01% 1548
2013
Q4 		– Hold
0
– – – 1672

Other funds holding CW

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Aperio Group's CW Position: Q4 2020 in Review

Aperio Group increased its Curtiss-Wright (CW) stake by 47% in Q4 2020, buying an estimated $779K and bringing the position to 23,247 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #1093.

Aperio Group first reported a position in CW in Q1 2014 and has held it in 28 quarters since. 320 funds tracked by Wall St. Rank hold CW as of Q4 2020.

  • Aperio Group held 23,247 shares of Curtiss-Wright worth $2.71M as of Q4 2020.
  • Aperio Group bought 7,382 Curtiss-Wright shares in Q4 2020, an estimated $779K.
  • Curtiss-Wright made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1093 holding.
  • Aperio Group first reported a position in Curtiss-Wright in Q1 2014 and has held it in 28 quarters since.
  • 320 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2020.

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