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Aperio Group’s International Bancshares IBOC Stock Holding History

Aperio Group’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.26M Sell
33,776
-7,203
-18% -$228K ﹤0.01% 1456
2020
Q3 		$1.07M Buy
40,979
+1,704
+4% +$52.1K ﹤0.01% 1420
2020
Q2 		$1.26M Buy
39,275
+12,132
+45% +$349K ﹤0.01% 1312
2020
Q1 		$730K Buy
27,143
+3,215
+13% +$115K ﹤0.01% 1436
2019
Q4 		$1.03M Sell
23,928
-721
-3% -$29.9K ﹤0.01% 1417
2019
Q3 		$952K Sell
24,649
-6,937
-22% -$254K ﹤0.01% 1414
2019
Q2 		$1.19M Sell
31,586
-1,987
-6% -$78K ﹤0.01% 1316
2019
Q1 		$1.28M Buy
33,573
+2,194
+7% +$83K 0.01% 1243
2018
Q4 		$1.08M Sell
31,379
-3,698
-11% -$142K 0.01% 1271
2018
Q3 		$1.58M Sell
35,077
-51
-0.1% -$2.33K 0.01% 1155
2018
Q2 		$1.5M Sell
35,128
-3,418
-9% -$144K 0.01% 1166
2018
Q1 		$1.5M Sell
38,546
-60
-0.2% -$2.43K 0.01% 1117
2017
Q4 		$1.53M Buy
38,606
+98
+0.3% +$3.95K 0.01% 1102
2017
Q3 		$1.54M Sell
38,508
-258
-0.7% -$9.33K 0.01% 1045
2017
Q2 		$1.36M Buy
38,766
+12,267
+46% +$432K 0.01% 1087
2017
Q1 		$938K Sell
26,499
-373
-1% -$14K 0.01% 1202
2016
Q4 		$1.1M Buy
26,872
+4,849
+22% +$173K 0.01% 1087
2016
Q3 		$656K Buy
22,023
+7,350
+50% +$209K ﹤0.01% 1307
2016
Q2 		$383K Buy
14,673
+2,980
+25% +$78.1K ﹤0.01% 1535
2016
Q1 		$288K Buy
11,693
+1,279
+12% +$29.9K ﹤0.01% 1686
2015
Q4 		$268K Buy
+10,414
New +$286K ﹤0.01% 1682
2015
Q3 		– Sell
-7,671
Closed -$206K – 1968
2015
Q2 		$206K Sell
7,671
-83
-1% -$2.21K ﹤0.01% 1848
2015
Q1 		$202K Buy
+7,754
New +$191K ﹤0.01% 1827

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's IBOC Position: Q4 2020 in Review

Aperio Group reduced its International Bancshares (IBOC) stake by 18% in Q4 2020, selling an estimated $228K and leaving 33,776 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Aperio Group first reported a position in IBOC in Q1 2015 and has held it in 23 quarters since. The position peaked at $1.58M in Q3 2018. 166 funds tracked by Wall St. Rank hold IBOC as of Q4 2020.

  • Aperio Group held 33,776 shares of International Bancshares worth $1.26M as of Q4 2020.
  • Aperio Group sold 7,203 International Bancshares shares in Q4 2020, an estimated $228K.
  • International Bancshares made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1456 holding.
  • Aperio Group first reported a position in International Bancshares in Q1 2015 and has held it in 23 quarters since.
  • Aperio Group's International Bancshares position peaked at $1.58M in Q3 2018.
  • 166 funds tracked by Wall St. Rank held International Bancshares as of Q4 2020.

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