AG
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Aperio Group’s Dropbox DBX Stock Holding History

Aperio Group’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$2.19M Buy
98,587
+5,260
+6% +$107K 0.01% 1193
2020
Q3 		$1.8M Sell
93,327
-6,253
-6% -$130K 0.01% 1168
2020
Q2 		$2.17M Buy
99,580
+12,719
+15% +$269K 0.01% 1071
2020
Q1 		$1.57M Buy
+86,861
New +$1.58M 0.01% 1119

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group's DBX Position: Q4 2020 in Review

Aperio Group increased its Dropbox (DBX) stake by 5.6% in Q4 2020, buying an estimated $107K and bringing the position to 98,587 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #1193.

Aperio Group first reported a position in DBX in Q1 2020 and has held it in 4 quarters since. 430 funds tracked by Wall St. Rank hold DBX as of Q4 2020.

  • Aperio Group held 98,587 shares of Dropbox worth $2.19M as of Q4 2020.
  • Aperio Group bought 5,260 Dropbox shares in Q4 2020, an estimated $107K.
  • Dropbox made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1193 holding.
  • Aperio Group first reported a position in Dropbox in Q1 2020 and has held it in 4 quarters since.
  • 430 funds tracked by Wall St. Rank held Dropbox as of Q4 2020.

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