AG
DX

Aperio Group’s Dynex Capital DX Stock Holding History

Aperio Group’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$223K Buy
12,527
+1,350
+12% +$23.1K ﹤0.01% 2278
2020
Q3 		$170K Buy
11,177
+763
+7% +$11.7K ﹤0.01% 2258
2020
Q2 		$149K Buy
+10,414
New +$139K ﹤0.01% 2230
2020
Q1 		– Sell
-21,141
Closed -$358K – 2354
2019
Q4 		$358K Sell
21,141
-1,910
-8% -$30.8K ﹤0.01% 1986
2019
Q3 		$341K Sell
23,051
-9,431
-29% -$147K ﹤0.01% 1961
2019
Q2 		$544K Sell
32,482
-41,200
-56% -$726K ﹤0.01% 1743
2019
Q1 		$1.35M Buy
73,682
+9,169
+14% +$167K 0.01% 1213
2018
Q4 		$1.11M Buy
64,513
+11,961
+23% +$214K 0.01% 1257
2018
Q3 		$1.01M Buy
52,552
+17,817
+51% +$343K ﹤0.01% 1407
2018
Q2 		$680K Sell
34,735
-1,925
-5% -$37.5K ﹤0.01% 1599
2018
Q1 		$729K Buy
36,660
+6,148
+20% +$120K ﹤0.01% 1499
2017
Q4 		$642K Sell
30,512
-4,062
-12% -$87K ﹤0.01% 1585
2017
Q3 		$754K Buy
34,574
+7,754
+29% +$164K ﹤0.01% 1438
2017
Q2 		$571K Buy
26,820
+9,180
+52% +$192K ﹤0.01% 1573
2017
Q1 		$375K Sell
17,640
-4,200
-19% -$85.9K ﹤0.01% 1713
2016
Q4 		$446K Sell
21,840
-4,450
-17% -$91.8K ﹤0.01% 1582
2016
Q3 		$585K Buy
26,290
+5,355
+26% +$115K ﹤0.01% 1361
2016
Q2 		$436K Buy
20,935
+5,832
+39% +$118K ﹤0.01% 1464
2016
Q1 		$301K Sell
15,103
-17,460
-54% -$326K ﹤0.01% 1653
2015
Q4 		$620K Buy
32,563
+4,163
+15% +$83.3K 0.01% 1229
2015
Q3 		$559K Buy
28,400
+3,399
+14% +$71.2K 0.01% 1237
2015
Q2 		$572K Sell
25,001
-1,333
-5% -$31.7K 0.01% 1250
2015
Q1 		$669K Buy
26,334
+5,603
+27% +$140K 0.01% 1117
2014
Q4 		$513K Sell
20,731
-7,199
-26% -$181K 0.01% 1211
2014
Q3 		$677K Sell
27,930
-4,150
-13% -$105K 0.01% 1000
2014
Q2 		$852K Buy
32,080
+6,895
+27% +$178K 0.01% 908
2014
Q1 		$676K Buy
+25,185
New +$634K 0.01% 1196
2013
Q4 		– Hold
0
– – – 1103

Other funds holding DX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Aperio Group's DX Position: Q4 2020 in Review

Aperio Group increased its Dynex Capital (DX) stake by 12% in Q4 2020, buying an estimated $23.1K and bringing the position to 12,527 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Aperio Group first reported a position in DX in Q1 2014 and has held it in 27 quarters since. The position peaked at $1.35M in Q1 2019. 120 funds tracked by Wall St. Rank hold DX as of Q4 2020.

  • Aperio Group held 12,527 shares of Dynex Capital worth $223K as of Q4 2020.
  • Aperio Group bought 1,350 Dynex Capital shares in Q4 2020, an estimated $23.1K.
  • Dynex Capital made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2278 holding.
  • Aperio Group first reported a position in Dynex Capital in Q1 2014 and has held it in 27 quarters since.
  • Aperio Group's Dynex Capital position peaked at $1.35M in Q1 2019.
  • 120 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2020.

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