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Aperio Group’s Home BancShares HOMB Stock Holding History

Aperio Group’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$571K Sell
29,288
-1,844
-6% -$33.5K ﹤0.01% 1900
2020
Q3 		$472K Buy
31,132
+42
+0.1% +$675 ﹤0.01% 1839
2020
Q2 		$478K Sell
31,090
-5,225
-14% -$73.4K ﹤0.01% 1798
2020
Q1 		$435K Sell
36,315
-19,535
-35% -$339K ﹤0.01% 1723
2019
Q4 		$1.1M Sell
55,850
-4,196
-7% -$79.1K ﹤0.01% 1392
2019
Q3 		$1.13M Buy
60,046
+6,213
+12% +$116K ﹤0.01% 1329
2019
Q2 		$1.04M Buy
53,833
+3,974
+8% +$74K ﹤0.01% 1387
2019
Q1 		$876K Buy
49,859
+5,774
+13% +$107K ﹤0.01% 1429
2018
Q4 		$720K Buy
44,085
+1,874
+4% +$35.6K ﹤0.01% 1480
2018
Q3 		$924K Buy
42,211
+215
+0.5% +$5K ﹤0.01% 1456
2018
Q2 		$947K Buy
41,996
+4,809
+13% +$111K ﹤0.01% 1425
2018
Q1 		$848K Buy
37,187
+2,905
+8% +$69.6K ﹤0.01% 1420
2017
Q4 		$797K Buy
34,282
+4,150
+14% +$97K ﹤0.01% 1442
2017
Q3 		$760K Buy
30,132
+1,226
+4% +$29.4K ﹤0.01% 1434
2017
Q2 		$720K Sell
28,906
-1,022
-3% -$25.5K ﹤0.01% 1423
2017
Q1 		$810K Buy
29,928
+1,192
+4% +$32.7K 0.01% 1260
2016
Q4 		$798K Buy
28,736
+6,095
+27% +$148K 0.01% 1239
2016
Q3 		$471K Buy
22,641
+382
+2% +$8.21K ﹤0.01% 1482
2016
Q2 		$441K Buy
22,259
+409
+2% +$8.58K ﹤0.01% 1456
2016
Q1 		$447K Buy
21,850
+2,100
+11% +$41.3K ﹤0.01% 1422
2015
Q4 		$400K Buy
19,750
+778
+4% +$16.6K ﹤0.01% 1458
2015
Q3 		$384K Sell
18,972
-682
-3% -$13.2K ﹤0.01% 1442
2015
Q2 		$359K Buy
19,654
+106
+0.5% +$1.83K ﹤0.01% 1520
2015
Q1 		$331K Buy
19,548
+6,946
+55% +$110K ﹤0.01% 1501
2014
Q4 		$203K Buy
+12,602
New +$195K ﹤0.01% 1739

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's HOMB Position: Q4 2020 in Review

Aperio Group reduced its Home BancShares (HOMB) stake by 5.9% in Q4 2020, selling an estimated $33.5K and leaving 29,288 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Aperio Group first reported a position in HOMB in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.13M in Q3 2019. 249 funds tracked by Wall St. Rank hold HOMB as of Q4 2020.

  • Aperio Group held 29,288 shares of Home BancShares worth $571K as of Q4 2020.
  • Aperio Group sold 1,844 Home BancShares shares in Q4 2020, an estimated $33.5K.
  • Home BancShares made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1900 holding.
  • Aperio Group first reported a position in Home BancShares in Q4 2014 and has held it in 25 quarters since.
  • Aperio Group's Home BancShares position peaked at $1.13M in Q3 2019.
  • 249 funds tracked by Wall St. Rank held Home BancShares as of Q4 2020.

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