AG
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Aperio Group’s National Healthcare NHC Stock Holding History

Aperio Group’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$910K Buy
13,699
+876
+7% +$57.7K ﹤0.01% 1647
2020
Q3 		$799K Sell
12,823
-3,407
-21% -$213K ﹤0.01% 1559
2020
Q2 		$1.03M Sell
16,230
-4,753
-23% -$319K ﹤0.01% 1397
2020
Q1 		$1.5M Sell
20,983
-13,079
-38% -$1.03M 0.01% 1138
2019
Q4 		$2.94M Buy
34,062
+3,691
+12% +$308K 0.01% 926
2019
Q3 		$2.49M Buy
30,371
+2,817
+10% +$233K 0.01% 966
2019
Q2 		$2.24M Buy
27,554
+1,275
+5% +$98.4K 0.01% 1005
2019
Q1 		$1.99M Buy
26,279
+5,434
+26% +$431K 0.01% 1044
2018
Q4 		$1.64M Buy
20,845
+3,960
+23% +$310K 0.01% 1069
2018
Q3 		$1.27M Buy
16,885
+3,028
+22% +$223K 0.01% 1271
2018
Q2 		$975K Buy
13,857
+389
+3% +$25.5K ﹤0.01% 1402
2018
Q1 		$803K Buy
13,468
+774
+6% +$47.4K ﹤0.01% 1446
2017
Q4 		$773K Buy
12,694
+1,285
+11% +$82K ﹤0.01% 1466
2017
Q3 		$714K Buy
11,409
+823
+8% +$53K ﹤0.01% 1479
2017
Q2 		$742K Sell
10,586
-1,073
-9% -$76.6K ﹤0.01% 1404
2017
Q1 		$831K Sell
11,659
-634
-5% -$46.9K 0.01% 1251
2016
Q4 		$932K Buy
12,293
+3,606
+42% +$250K 0.01% 1165
2016
Q3 		$573K Buy
8,687
+2,078
+31% +$135K ﹤0.01% 1371
2016
Q2 		$428K Buy
6,609
+1,679
+34% +$107K ﹤0.01% 1472
2016
Q1 		$307K Buy
+4,930
New +$307K ﹤0.01% 1636

Other funds holding NHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aperio Group's NHC Position: Q4 2020 in Review

Aperio Group increased its National Healthcare (NHC) stake by 6.8% in Q4 2020, buying an estimated $57.7K and bringing the position to 13,699 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Aperio Group first reported a position in NHC in Q1 2016 and has held it in 20 quarters since. The position peaked at $2.94M in Q4 2019. 131 funds tracked by Wall St. Rank hold NHC as of Q4 2020.

  • Aperio Group held 13,699 shares of National Healthcare worth $910K as of Q4 2020.
  • Aperio Group bought 876 National Healthcare shares in Q4 2020, an estimated $57.7K.
  • National Healthcare made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1647 holding.
  • Aperio Group first reported a position in National Healthcare in Q1 2016 and has held it in 20 quarters since.
  • Aperio Group's National Healthcare position peaked at $2.94M in Q4 2019.
  • 131 funds tracked by Wall St. Rank held National Healthcare as of Q4 2020.

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