Aperio Group’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Aperio Group’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$151K	Buy	+19,079	New	+$130K	﹤0.01%	2350
2020 Q2	–	Sell	-17,976	Closed	-$64K	–	2402
2020 Q1	$64K	Sell	17,976 -4,773	-21%	-$52K	﹤0.01%	2261
2019 Q4	$331K	Buy	22,749 +7,629	+50%	+$108K	﹤0.01%	2013
2019 Q3	$225K	Buy	15,120 +3,721	+33%	+$56.8K	﹤0.01%	2135
2019 Q2	$189K	Sell	11,399 -8,572	-43%	-$152K	﹤0.01%	2196
2019 Q1	$342K	Sell	19,971 -1,700	-8%	-$30.6K	﹤0.01%	1946
2018 Q4	$380K	Buy	21,671 +1,200	+6%	+$22.4K	﹤0.01%	1845
2018 Q3	$464K	Buy	20,471 +2,648	+15%	+$59.3K	﹤0.01%	1804
2018 Q2	$382K	Buy	+17,823	New	+$355K	﹤0.01%	1888
2017 Q4	–	Sell	-16,986	Closed	-$317K	–	2261
2017 Q3	$317K	Buy	16,986 +1,147	+7%	+$21.1K	﹤0.01%	1894
2017 Q2	$293K	Buy	+15,839	New	+$297K	﹤0.01%	1910
2015 Q2	–	Sell	-6,184	Closed	-$160K	–	2043
2015 Q1	$160K	Sell	6,184 -278	-4%	-$7.47K	﹤0.01%	1866
2014 Q4	$182K	Buy	6,462 +425	+7%	+$12K	﹤0.01%	1766
2014 Q3	$154K	Buy	6,037 +512	+9%	+$13.8K	﹤0.01%	1650
2014 Q2	$148K	Buy	5,525 +1,231	+29%	+$30.1K	﹤0.01%	1660
2014 Q1	$100K	Buy	+4,294	New	+$95.8K	﹤0.01%	1965
2013 Q4	–	Sell	-3,938	Closed	-$89.2K	–	1892
2013 Q3	$88K	Buy	3,938 +896	+29%	+$20.1K	﹤0.01%	1738
2013 Q2	$69K	Buy	+3,042	New	+$70.8K	﹤0.01%	1617

Other funds holding HT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Aperio Group's HT Position: Q4 2020 in Review

Aperio Group opened a new position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q4 2020: 19,079 shares worth $151K. The stake represents ﹤0.01% of the portfolio and ranks #2350 among its holdings. This is a return to the name: Aperio Group previously reported a position in HT as recently as Q1 2020.

Aperio Group first reported a position in HT in Q2 2013 and has held it in 18 quarters since. The position peaked at $464K in Q3 2018. 150 funds tracked by Wall St. Rank hold HT as of Q4 2020.

Aperio Group held 19,079 shares of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest worth $151K as of Q4 2020.
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest was a new Aperio Group position in Q4 2020.
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2350 holding.
Aperio Group first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2013 and has held it in 18 quarters since.
Aperio Group's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $464K in Q3 2018.
150 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q4 2020.

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