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Aperio Group’s First Merchants FRME Stock Holding History

Aperio Group’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$708K Buy
18,916
+1,366
+8% +$42.4K ﹤0.01% 1781
2020
Q3 		$406K Buy
+17,550
New +$438K ﹤0.01% 1928
2020
Q1 		– Sell
-6,850
Closed -$285K – 2360
2019
Q4 		$285K Buy
6,850
+79
+1% +$3.15K ﹤0.01% 2086
2019
Q3 		$255K Buy
6,771
+631
+10% +$23.6K ﹤0.01% 2086
2019
Q2 		$233K Buy
+6,140
New +$225K ﹤0.01% 2118
2018
Q4 		– Sell
-10,408
Closed -$468K – 2306
2018
Q3 		$468K Buy
+10,408
New +$495K ﹤0.01% 1800

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's FRME Position: Q4 2020 in Review

Aperio Group increased its First Merchants (FRME) stake by 7.8% in Q4 2020, buying an estimated $42.4K and bringing the position to 18,916 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Aperio Group first reported a position in FRME in Q3 2018 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold FRME as of Q4 2020.

  • Aperio Group held 18,916 shares of First Merchants worth $708K as of Q4 2020.
  • Aperio Group bought 1,366 First Merchants shares in Q4 2020, an estimated $42.4K.
  • First Merchants made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1781 holding.
  • Aperio Group first reported a position in First Merchants in Q3 2018 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held First Merchants as of Q4 2020.

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