Aperio Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $26.1M | Buy |
58,458
+460
| +0.8% | +$180K | 0.08% | 254 |
|
|
2020
Q3 | $20.7M | Sell |
57,998
-3,390
| -6% | -$1.23M | 0.07% | 265 |
|
|
2020
Q2 | $20.5M | Buy |
61,388
+4,352
| +8% | +$1.41M | 0.08% | 251 |
|
|
2020
Q1 | $16.5M | Buy |
57,036
+10,207
| +22% | +$2.89M | 0.07% | 265 |
|
|
2019
Q4 | $12.1M | Sell |
46,829
-663
| -1% | -$162K | 0.04% | 441 |
|
|
2019
Q3 | $10.3M | Buy |
47,492
+5,003
| +12% | +$1.16M | 0.04% | 461 |
|
|
2019
Q2 | $10.1M | Buy |
42,489
+13,497
| +47% | +$3.03M | 0.04% | 473 |
|
|
2019
Q1 | $5.76M | Buy |
28,992
+2,348
| +9% | +$409K | 0.02% | 651 |
|
|
2018
Q4 | $3.93M | Buy |
26,644
+3,723
| +16% | +$567K | 0.02% | 730 |
|
|
2018
Q3 | $4.07M | Buy |
22,921
+2,463
| +12% | +$428K | 0.02% | 759 |
|
|
2018
Q2 | $3.38M | Buy |
20,458
+258
| +1% | +$40.7K | 0.02% | 802 |
|
|
2018
Q1 | $3.02M | Buy |
20,200
+2,774
| +16% | +$398K | 0.02% | 830 |
|
|
2017
Q4 | $2.21M | Buy |
17,426
+969
| +6% | +$121K | 0.01% | 950 |
|
|
2017
Q3 | $1.92M | Buy |
16,457
+213
| +1% | +$23.6K | 0.01% | 953 |
|
|
2017
Q2 | $1.67M | Buy |
16,244
+1,831
| +13% | +$184K | 0.01% | 976 |
|
|
2017
Q1 | $1.4M | Sell |
14,413
-674
| -4% | -$61.1K | 0.01% | 1013 |
|
|
2016
Q4 | $1.19M | Sell |
15,087
-154
| -1% | -$12.4K | 0.01% | 1045 |
|
|
2016
Q3 | $1.28M | Buy |
15,241
+1,506
| +11% | +$128K | 0.01% | 997 |
|
|
2016
Q2 | $1.06M | Buy |
13,735
+1,901
| +16% | +$144K | 0.01% | 1043 |
|
|
2016
Q1 | $876K | Buy |
11,834
+3,011
| +34% | +$208K | 0.01% | 1103 |
|
|
2015
Q4 | $636K | Sell |
8,823
-455
| -5% | -$30.4K | 0.01% | 1216 |
|
|
2015
Q3 | $552K | Buy |
9,278
+1,331
| +17% | +$83.8K | 0.01% | 1241 |
|
|
2015
Q2 | $489K | Buy |
7,947
+187
| +2% | +$11.6K | 0.01% | 1334 |
|
|
2015
Q1 | $476K | Buy |
7,760
+575
| +8% | +$32.1K | 0.01% | 1305 |
|
|
2014
Q4 | $341K | Buy |
7,185
+314
| +5% | +$14.7K | ﹤0.01% | 1427 |
|
|
2014
Q3 | $323K | Buy |
6,871
+137
| +2% | +$6.33K | ﹤0.01% | 1350 |
|
|
2014
Q2 | $309K | Buy |
6,734
+710
| +12% | +$30.6K | ﹤0.01% | 1381 |
|
|
2014
Q1 | $259K | Buy |
+6,024
| New | +$263K | ﹤0.01% | 1721 |
|
|
2013
Q4 | – | Sell |
-5,866
| Closed | -$247K | – | 1624 |
|
|
2013
Q3 | $236K | Buy |
+5,866
| New | +$219K | ﹤0.01% | 1558 |
|
Other funds holding MSCI
Aperio Group's MSCI Position: Q4 2020 in Review
Aperio Group increased its MSCI (MSCI) stake by 0.79% in Q4 2020, buying an estimated $180K and bringing the position to 58,458 shares worth $26.1M. The position accounts for 0.08% of the portfolio, ranked #254.
Aperio Group first reported a position in MSCI in Q3 2013 and has held it in 29 quarters since. 763 funds tracked by Wall St. Rank hold MSCI as of Q4 2020.
- Aperio Group held 58,458 shares of MSCI worth $26.1M as of Q4 2020.
- Aperio Group bought 460 MSCI shares in Q4 2020, an estimated $180K.
- MSCI made up 0.08% of Aperio Group's portfolio in Q4 2020, its #254 holding.
- Aperio Group first reported a position in MSCI in Q3 2013 and has held it in 29 quarters since.
- 763 funds tracked by Wall St. Rank held MSCI as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.