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Aperio Group’s Kaiser Aluminum KALU Stock Holding History

Aperio Group’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.29M Buy
13,028
+2,697
+26% +$207K ﹤0.01% 1448
2020
Q3 		$554K Sell
10,331
-780
-7% -$50K ﹤0.01% 1760
2020
Q2 		$818K Sell
11,111
-2,773
-20% -$198K ﹤0.01% 1510
2020
Q1 		$962K Sell
13,884
-3,963
-22% -$373K ﹤0.01% 1328
2019
Q4 		$1.98M Sell
17,847
-1,410
-7% -$151K 0.01% 1093
2019
Q3 		$1.91M Buy
19,257
+70
+0.4% +$6.59K 0.01% 1079
2019
Q2 		$1.87M Buy
19,187
+814
+4% +$79.4K 0.01% 1090
2019
Q1 		$1.92M Sell
18,373
-1,553
-8% -$158K 0.01% 1054
2018
Q4 		$1.78M Buy
19,926
+3,875
+24% +$374K 0.01% 1040
2018
Q3 		$1.75M Sell
16,051
-213
-1% -$23.1K 0.01% 1110
2018
Q2 		$1.69M Sell
16,264
-111
-0.7% -$11.8K 0.01% 1099
2018
Q1 		$1.65M Sell
16,375
-876
-5% -$93.8K 0.01% 1080
2017
Q4 		$1.84M Buy
17,251
+425
+3% +$42.5K 0.01% 1010
2017
Q3 		$1.74M Sell
16,826
-164
-1% -$15.8K 0.01% 995
2017
Q2 		$1.5M Buy
16,990
+494
+3% +$41K 0.01% 1027
2017
Q1 		$1.32M Sell
16,496
-305
-2% -$24.2K 0.01% 1046
2016
Q4 		$1.3M Sell
16,801
-7,291
-30% -$582K 0.01% 1001
2016
Q3 		$2.08M Sell
24,092
-2,127
-8% -$183K 0.02% 820
2016
Q2 		$2.37M Buy
26,219
+2,107
+9% +$184K 0.02% 741
2016
Q1 		$2.04M Sell
24,112
-2,112
-8% -$166K 0.02% 775
2015
Q4 		$2.19M Sell
26,224
-20,678
-44% -$1.72M 0.02% 717
2015
Q3 		$3.76M Buy
46,902
+1,710
+4% +$142K 0.04% 519
2015
Q2 		$3.75M Buy
45,192
+19,264
+74% +$1.56M 0.04% 506
2015
Q1 		$1.99M Buy
25,928
+3,300
+15% +$242K 0.02% 691
2014
Q4 		$1.62M Buy
22,628
+1,915
+9% +$138K 0.02% 720
2014
Q3 		$1.58M Buy
20,713
+3,490
+20% +$270K 0.02% 678
2014
Q2 		$1.25M Buy
17,223
+1,148
+7% +$81.2K 0.02% 756
2014
Q1 		$1.15M Buy
+16,075
New +$1.13M 0.02% 932
2013
Q4 		– Sell
-10,353
Closed -$708K – 944
2013
Q3 		$738K Buy
10,353
+1,895
+22% +$128K 0.01% 973
2013
Q2 		$524K Buy
+8,458
New +$531K 0.01% 1017

Other funds holding KALU

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aperio Group's KALU Position: Q4 2020 in Review

Aperio Group increased its Kaiser Aluminum (KALU) stake by 26% in Q4 2020, buying an estimated $207K and bringing the position to 13,028 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Aperio Group first reported a position in KALU in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.76M in Q3 2015. 176 funds tracked by Wall St. Rank hold KALU as of Q4 2020.

  • Aperio Group held 13,028 shares of Kaiser Aluminum worth $1.29M as of Q4 2020.
  • Aperio Group bought 2,697 Kaiser Aluminum shares in Q4 2020, an estimated $207K.
  • Kaiser Aluminum made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1448 holding.
  • Aperio Group first reported a position in Kaiser Aluminum in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Kaiser Aluminum position peaked at $3.76M in Q3 2015.
  • 176 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2020.

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