AG
HALO icon

Aperio Group’s Halozyme HALO Stock Holding History

Aperio Group’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$3.58M Buy
83,719
+7,598
+10% +$273K 0.01% 978
2020
Q3 		$2M Buy
76,121
+11,412
+18% +$318K 0.01% 1115
2020
Q2 		$1.74M Buy
64,709
+11,245
+21% +$254K 0.01% 1171
2020
Q1 		$962K Buy
53,464
+7,685
+17% +$146K ﹤0.01% 1327
2019
Q4 		$812K Buy
45,779
+8,446
+23% +$146K ﹤0.01% 1550
2019
Q3 		$579K Buy
37,333
+10,577
+40% +$174K ﹤0.01% 1675
2019
Q2 		$460K Buy
26,756
+1,120
+4% +$18.1K ﹤0.01% 1825
2019
Q1 		$413K Buy
25,636
+2,169
+9% +$35.1K ﹤0.01% 1855
2018
Q4 		$343K Buy
23,467
+6,690
+40% +$107K ﹤0.01% 1884
2018
Q3 		$305K Buy
16,777
+1,134
+7% +$19.9K ﹤0.01% 2003
2018
Q2 		$264K Sell
15,643
-2,126
-12% -$40.2K ﹤0.01% 2053
2018
Q1 		$348K Buy
17,769
+422
+2% +$8.17K ﹤0.01% 1876
2017
Q4 		$351K Buy
17,347
+1,729
+11% +$31.8K ﹤0.01% 1869
2017
Q3 		$271K Sell
15,618
-13,205
-46% -$179K ﹤0.01% 1972
2017
Q2 		$370K Buy
28,823
+14,353
+99% +$192K ﹤0.01% 1789
2017
Q1 		$188K Buy
14,470
+350
+2% +$4.42K ﹤0.01% 2053
2016
Q4 		$140K Sell
14,120
-4,058
-22% -$44.4K ﹤0.01% 2055
2016
Q3 		$220K Buy
18,178
+5,926
+48% +$60.6K ﹤0.01% 1893
2016
Q2 		$106K Buy
+12,252
New +$121K ﹤0.01% 1958
2015
Q4 		– Sell
-10,566
Closed -$142K – 2006
2015
Q3 		$142K Buy
10,566
+1,107
+12% +$22.2K ﹤0.01% 1817
2015
Q2 		$214K Buy
+9,459
New +$166K ﹤0.01% 1822

Other funds holding HALO

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group's HALO Position: Q4 2020 in Review

Aperio Group increased its Halozyme (HALO) stake by 10% in Q4 2020, buying an estimated $273K and bringing the position to 83,719 shares worth $3.58M. The position accounts for 0.01% of the portfolio, ranked #978.

Aperio Group first reported a position in HALO in Q2 2015 and has held it in 21 quarters since. 343 funds tracked by Wall St. Rank hold HALO as of Q4 2020.

  • Aperio Group held 83,719 shares of Halozyme worth $3.58M as of Q4 2020.
  • Aperio Group bought 7,598 Halozyme shares in Q4 2020, an estimated $273K.
  • Halozyme made up 0.01% of Aperio Group's portfolio in Q4 2020, its #978 holding.
  • Aperio Group first reported a position in Halozyme in Q2 2015 and has held it in 21 quarters since.
  • 343 funds tracked by Wall St. Rank held Halozyme as of Q4 2020.

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