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Aperio Group’s HCI Group HCI Stock Holding History

Aperio Group’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$412K Sell
7,883
-1,906
-19% -$96.3K ﹤0.01% 2049
2020
Q3 		$482K Sell
9,789
-1,154
-11% -$58.5K ﹤0.01% 1828
2020
Q2 		$505K Buy
10,943
+3,192
+41% +$138K ﹤0.01% 1775
2020
Q1 		$312K Sell
7,751
-1,254
-14% -$54.1K ﹤0.01% 1883
2019
Q4 		$411K Buy
9,005
+416
+5% +$18.3K ﹤0.01% 1913
2019
Q3 		$361K Buy
8,589
+2,258
+36% +$92.9K ﹤0.01% 1933
2019
Q2 		$256K Buy
6,331
+613
+11% +$25.5K ﹤0.01% 2084
2019
Q1 		$244K Sell
5,718
-719
-11% -$33.1K ﹤0.01% 2090
2018
Q4 		$327K Buy
6,437
+711
+12% +$34.8K ﹤0.01% 1906
2018
Q3 		$251K Buy
5,726
+55
+1% +$2.28K ﹤0.01% 2096
2018
Q2 		$236K Buy
+5,671
New +$235K ﹤0.01% 2106

Other funds holding HCI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tygh Capital Management Portland, Oregon $782M AUM 39.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aperio Group's HCI Position: Q4 2020 in Review

Aperio Group reduced its HCI Group (HCI) stake by 19% in Q4 2020, selling an estimated $96.3K and leaving 7,883 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Aperio Group first reported a position in HCI in Q2 2018 and has held it in 11 quarters since. The position peaked at $505K in Q2 2020. 113 funds tracked by Wall St. Rank hold HCI as of Q4 2020.

  • Aperio Group held 7,883 shares of HCI Group worth $412K as of Q4 2020.
  • Aperio Group sold 1,906 HCI Group shares in Q4 2020, an estimated $96.3K.
  • HCI Group made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2049 holding.
  • Aperio Group first reported a position in HCI Group in Q2 2018 and has held it in 11 quarters since.
  • Aperio Group's HCI Group position peaked at $505K in Q2 2020.
  • 113 funds tracked by Wall St. Rank held HCI Group as of Q4 2020.

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