AG
NOAH

Aperio Group’s Noah Holdings NOAH Stock Holding History

Aperio Group’s Portfolio NOAH Stock Details NOAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$7.73M Buy
161,755
+13,095
+9% +$423K 0.02% 651
2020
Q3 		$3.88M Buy
148,660
+22,962
+18% +$676K 0.01% 821
2020
Q2 		$3.2M Buy
125,698
+32,682
+35% +$844K 0.01% 901
2020
Q1 		$2.4M Sell
93,016
-11,798
-11% -$372K 0.01% 944
2019
Q4 		$3.71M Buy
104,814
+59,955
+134% +$1.83M 0.01% 848
2019
Q3 		$1.31M Buy
44,859
+11,727
+35% +$374K 0.01% 1255
2019
Q2 		$1.41M Sell
33,132
-13,576
-29% -$625K 0.01% 1225
2019
Q1 		$2.26M Buy
46,708
+12,404
+36% +$602K 0.01% 991
2018
Q4 		$1.49M Buy
34,304
+7,416
+28% +$308K 0.01% 1106
2018
Q3 		$1.13M Buy
26,888
+7,026
+35% +$321K 0.01% 1336
2018
Q2 		$1.04M Buy
19,862
+5,635
+40% +$319K 0.01% 1366
2018
Q1 		$672K Sell
14,227
-3,120
-18% -$150K ﹤0.01% 1549
2017
Q4 		$803K Sell
17,347
-128
-0.7% -$5.27K ﹤0.01% 1438
2017
Q3 		$561K Buy
17,475
+9,143
+110% +$279K ﹤0.01% 1597
2017
Q2 		$239K Buy
+8,332
New +$221K ﹤0.01% 2020
2016
Q4 		– Sell
-17,590
Closed -$459K – 2130
2016
Q3 		$459K Sell
17,590
-154
-0.9% -$4.03K ﹤0.01% 1498
2016
Q2 		$428K Buy
17,744
+4,448
+33% +$110K ﹤0.01% 1473
2016
Q1 		$331K Sell
13,296
-478
-3% -$11.7K ﹤0.01% 1597
2015
Q4 		$385K Buy
13,774
+498
+4% +$14.5K ﹤0.01% 1476
2015
Q3 		$312K Sell
13,276
-309
-2% -$7.12K ﹤0.01% 1547
2015
Q2 		$411K Buy
13,585
+1,672
+14% +$54.2K ﹤0.01% 1443
2015
Q1 		$279K Buy
11,913
+2,093
+21% +$43.9K ﹤0.01% 1618
2014
Q4 		$205K Buy
+9,820
New +$171K ﹤0.01% 1735

Other funds holding NOAH

YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAM
Pinpoint Asset Management Hong Kong $576M AUM 43.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aperio Group's NOAH Position: Q4 2020 in Review

Aperio Group increased its Noah Holdings (NOAH) stake by 8.8% in Q4 2020, buying an estimated $423K and bringing the position to 161,755 shares worth $7.73M. The position accounts for 0.02% of the portfolio, ranked #651.

Aperio Group first reported a position in NOAH in Q4 2014 and has held it in 23 quarters since. 123 funds tracked by Wall St. Rank hold NOAH as of Q4 2020.

  • Aperio Group held 161,755 shares of Noah Holdings worth $7.73M as of Q4 2020.
  • Aperio Group bought 13,095 Noah Holdings shares in Q4 2020, an estimated $423K.
  • Noah Holdings made up 0.02% of Aperio Group's portfolio in Q4 2020, its #651 holding.
  • Aperio Group first reported a position in Noah Holdings in Q4 2014 and has held it in 23 quarters since.
  • 123 funds tracked by Wall St. Rank held Noah Holdings as of Q4 2020.

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