Aperio Group’s HSBC HSBC Stock Holding History

Aperio Group’s Portfolio HSBC Stock Details HSBC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$28.3M	Buy	1,091,983 +226,372	+26%	+$5.87M	0.08%	233
2020 Q3	$16.9M	Sell	865,611 -38,630	-4%	-$756K	0.06%	320
2020 Q2	$21.1M	Sell	904,241 -276,064	-23%	-$6.44M	0.08%	248
2020 Q1	$33.1M	Sell	1,180,305 -83,754	-7%	-$2.35M	0.15%	146
2019 Q4	$49.4M	Buy	1,264,059 +102,733	+9%	+$4.02M	0.18%	121
2019 Q3	$44.4M	Sell	1,161,326 -524,858	-31%	-$20.1M	0.18%	125
2019 Q2	$70.4M	Buy	1,686,184 +163,294	+11%	+$6.82M	0.29%	62
2019 Q1	$61.8M	Sell	1,522,890 -280	-0%	-$11.4K	0.27%	70
2018 Q4	$62.6M	Buy	1,523,170 +212,736	+16%	+$8.75M	0.32%	61
2018 Q3	$57.6M	Sell	1,310,434 -127,137	-9%	-$5.59M	0.25%	78
2018 Q2	$67.8M	Sell	1,437,571 -5,327	-0.4%	-$251K	0.32%	55
2018 Q1	$68.8M	Buy	1,442,898 +102,405	+8%	+$4.88M	0.34%	54
2017 Q4	$69.2M	Buy	1,340,493 +57,135	+4%	+$2.95M	0.35%	53
2017 Q3	$63.4M	Buy	1,283,358 +28,695	+2%	+$1.42M	0.36%	54
2017 Q2	$58.2M	Buy	1,254,663 +99,776	+9%	+$4.63M	0.36%	50
2017 Q1	$47.1M	Buy	1,154,887 +50,433	+5%	+$2.06M	0.32%	56
2016 Q4	$44.4M	Sell	1,104,454 -241,573	-18%	-$9.71M	0.34%	55
2016 Q3	$50.6M	Buy	1,346,027 +342,786	+34%	+$12.9M	0.37%	50
2016 Q2	$31.4M	Buy	1,003,241 +348,245	+53%	+$10.9M	0.25%	96
2016 Q1	$20.4M	Sell	654,996 -93,012	-12%	-$2.89M	0.17%	140
2015 Q4	$29.5M	Buy	748,008 +174,544	+30%	+$6.89M	0.27%	80
2015 Q3	$21.7M	Sell	573,464 -92,386	-14%	-$3.5M	0.22%	107
2015 Q2	$29.8M	Buy	665,850 +165,384	+33%	+$7.41M	0.31%	70
2015 Q1	$21.3M	Buy	500,466 +43,994	+10%	+$1.87M	0.24%	94
2014 Q4	$21.6M	Sell	456,472 -165,587	-27%	-$7.82M	0.27%	86
2014 Q3	$31.7M	Buy	622,059 +102,584	+20%	+$5.22M	0.43%	38
2014 Q2	$26.4M	Buy	519,475 +75,414	+17%	+$3.83M	0.38%	48
2014 Q1	$22.6M	Buy	+444,061	New	+$22.6M	0.32%	52
2013 Q4	–	Sell	-396,130	Closed	-$21.5M	–	40
2013 Q3	$21.5M	Buy	396,130 +82,218	+26%	+$4.46M	0.41%	35
2013 Q2	$16.3M	Buy	+313,912	New	+$16.3M	0.39%	38