Aperio Group’s OrthoPediatrics KIDS Stock Holding History

Aperio Group’s Portfolio KIDS Stock Details KIDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-995	Closed	-$39K	–	2536
2019 Q2	$39K	Buy	+995	New	+$40.1K	﹤0.01%	2579

Other funds holding KIDS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Aperio Group's KIDS Position: Q3 2019 in Review

Aperio Group sold out of OrthoPediatrics (KIDS) in Q3 2019, closing a stake of 995 shares — an estimated $39K sold.

Aperio Group first reported a position in KIDS in Q2 2019 and held it in 1 quarter. The position peaked at $39K in Q2 2019. 90 funds tracked by Wall St. Rank hold KIDS as of Q3 2019.

Aperio Group reported no remaining OrthoPediatrics position as of Q3 2019 after selling out during the quarter.
Aperio Group sold 995 OrthoPediatrics shares in Q3 2019, an estimated $39K.
Aperio Group first reported a position in OrthoPediatrics in Q2 2019 and held it in 1 quarter.
Aperio Group's OrthoPediatrics position peaked at $39K in Q2 2019.
90 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.