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Aperio Group’s Equity Bancshares EQBK Stock Holding History

Aperio Group’s Portfolio EQBK Stock Details EQBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,476
Closed -$231K – 2356
2019
Q4 		$231K Sell
7,476
-1,033
-12% -$29.5K ﹤0.01% 2152
2019
Q3 		$228K Sell
8,509
-1,927
-18% -$50.5K ﹤0.01% 2129
2019
Q2 		$278K Buy
+10,436
New +$278K ﹤0.01% 2055

Other funds holding EQBK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's EQBK Position: Q1 2020 in Review

Aperio Group sold out of Equity Bancshares (EQBK) in Q1 2020, closing a stake of 7,476 shares — an estimated $231K sold.

Aperio Group first reported a position in EQBK in Q2 2019 and held it in 3 quarters. The position peaked at $278K in Q2 2019. 71 funds tracked by Wall St. Rank hold EQBK as of Q1 2020.

  • Aperio Group reported no remaining Equity Bancshares position as of Q1 2020 after selling out during the quarter.
  • Aperio Group sold 7,476 Equity Bancshares shares in Q1 2020, an estimated $231K.
  • Aperio Group first reported a position in Equity Bancshares in Q2 2019 and held it in 3 quarters.
  • Aperio Group's Equity Bancshares position peaked at $278K in Q2 2019.
  • 71 funds tracked by Wall St. Rank held Equity Bancshares as of Q1 2020.

Based on Aperio Group's 13F filing for Q1 2020, filed 5 May 2020.