Aperio Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $28.3M | Buy |
1,091,983
+226,372
| +26% | +$5.38M | 0.08% | 233 |
|
|
2020
Q3 | $16.9M | Sell |
865,611
-38,630
| -4% | -$847K | 0.06% | 320 |
|
|
2020
Q2 | $21.1M | Sell |
904,241
-276,064
| -23% | -$6.85M | 0.08% | 248 |
|
|
2020
Q1 | $33.1M | Sell |
1,180,305
-83,754
| -7% | -$2.91M | 0.15% | 146 |
|
|
2019
Q4 | $49.4M | Buy |
1,264,059
+102,733
| +9% | +$3.9M | 0.18% | 121 |
|
|
2019
Q3 | $44.4M | Sell |
1,161,326
-524,858
| -31% | -$20.3M | 0.18% | 125 |
|
|
2019
Q2 | $70.4M | Buy |
1,686,184
+145,164
| +9% | +$6.08M | 0.29% | 62 |
|
|
2019
Q1 | $61.8M | Sell |
1,541,020
-38,816
| -2% | -$1.56M | 0.27% | 70 |
|
|
2018
Q4 | $62.6M | Buy |
1,579,836
+204,275
| +15% | +$8.18M | 0.32% | 61 |
|
|
2018
Q3 | $57.6M | Sell |
1,375,561
-150,222
| -10% | -$6.51M | 0.25% | 78 |
|
|
2018
Q2 | $67.8M | Sell |
1,525,783
-21,123
| -1% | -$969K | 0.32% | 55 |
|
|
2018
Q1 | $68.8M | Buy |
1,546,906
+79,846
| +5% | +$3.8M | 0.34% | 54 |
|
|
2017
Q4 | $69.2M | Buy |
1,467,060
+62,530
| +4% | +$2.83M | 0.35% | 53 |
|
|
2017
Q3 | $63.4M | Buy |
1,404,530
+31,404
| +2% | +$1.39M | 0.36% | 54 |
|
|
2017
Q2 | $58.2M | Buy |
1,373,126
+94,669
| +7% | +$3.68M | 0.36% | 50 |
|
|
2017
Q1 | $47.1M | Buy |
1,278,457
+55,829
| +5% | +$2.1M | 0.32% | 56 |
|
|
2016
Q4 | $44.4M | Sell |
1,222,628
-267,421
| -18% | -$9.48M | 0.34% | 55 |
|
|
2016
Q3 | $50.6M | Buy |
1,490,049
+364,039
| +32% | +$11.4M | 0.37% | 50 |
|
|
2016
Q2 | $31.4M | Buy |
1,126,010
+390,861
| +53% | +$11.1M | 0.25% | 96 |
|
|
2016
Q1 | $20.4M | Sell |
735,149
-104,395
| -12% | -$3.09M | 0.17% | 140 |
|
|
2015
Q4 | $29.5M | Buy |
839,544
+195,904
| +30% | +$6.92M | 0.27% | 80 |
|
|
2015
Q3 | $21.7M | Sell |
643,640
-103,692
| -14% | -$3.88M | 0.22% | 107 |
|
|
2015
Q2 | $29.8M | Buy |
747,332
+179,710
| +32% | +$7.48M | 0.31% | 70 |
|
|
2015
Q1 | $21.3M | Buy |
567,622
+37,857
| +7% | +$1.48M | 0.24% | 94 |
|
|
2014
Q4 | $21.6M | Sell |
529,765
-192,174
| -27% | -$8.2M | 0.27% | 86 |
|
|
2014
Q3 | $31.6M | Buy |
721,939
+119,055
| +20% | +$5.42M | 0.43% | 38 |
|
|
2014
Q2 | $26.4M | Buy |
602,884
+87,523
| +17% | +$3.9M | 0.38% | 48 |
|
|
2014
Q1 | $22.6M | Buy |
+515,361
| New | +$23.4M | 0.32% | 52 |
|
|
2013
Q4 | – | Sell |
-459,734
| Closed | -$21.8M | – | 40 |
|
|
2013
Q3 | $21.5M | Buy |
459,734
+95,419
| +26% | +$4.53M | 0.41% | 35 |
|
|
2013
Q2 | $16.3M | Buy |
+364,315
| New | +$17M | 0.39% | 38 |
|
Other funds holding HSBC
CS
LP
PPA
Aperio Group's HSBC Position: Q4 2020 in Review
Aperio Group increased its HSBC (HSBC) stake by 26% in Q4 2020, buying an estimated $5.38M and bringing the position to 1,091,983 shares worth $28.3M. The position accounts for 0.08% of the portfolio, ranked #233.
Aperio Group first reported a position in HSBC in Q2 2013 and has held it in 30 quarters since. The position peaked at $70.4M in Q2 2019. 269 funds tracked by Wall St. Rank hold HSBC as of Q4 2020.
- Aperio Group held 1,091,983 shares of HSBC worth $28.3M as of Q4 2020.
- Aperio Group bought 226,372 HSBC shares in Q4 2020, an estimated $5.38M.
- HSBC made up 0.08% of Aperio Group's portfolio in Q4 2020, its #233 holding.
- Aperio Group first reported a position in HSBC in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's HSBC position peaked at $70.4M in Q2 2019.
- 269 funds tracked by Wall St. Rank held HSBC as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.