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Aperio Group’s Northwest Bancshares NWBI Stock Holding History

Aperio Group’s Portfolio NWBI Stock Details NWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.29M Buy
101,216
+11,946
+13% +$136K ﹤0.01% 1449
2020
Q3 		$821K Buy
89,270
+40,676
+84% +$402K ﹤0.01% 1545
2020
Q2 		$497K Buy
48,594
+2,774
+6% +$28.6K ﹤0.01% 1785
2020
Q1 		$530K Buy
45,820
+576
+1% +$8.39K ﹤0.01% 1613
2019
Q4 		$752K Buy
45,244
+7,939
+21% +$133K ﹤0.01% 1596
2019
Q3 		$611K Sell
37,305
-6,103
-14% -$102K ﹤0.01% 1646
2019
Q2 		$764K Buy
43,408
+2,679
+7% +$46K ﹤0.01% 1546
2019
Q1 		$691K Sell
40,729
-1,238
-3% -$22K ﹤0.01% 1559
2018
Q4 		$711K Buy
41,967
+3,644
+10% +$61.5K ﹤0.01% 1490
2018
Q3 		$664K Buy
38,323
+855
+2% +$15.4K ﹤0.01% 1623
2018
Q2 		$652K Buy
37,468
+702
+2% +$12K ﹤0.01% 1627
2018
Q1 		$609K Buy
36,766
+664
+2% +$11.2K ﹤0.01% 1597
2017
Q4 		$604K Sell
36,102
-6,256
-15% -$105K ﹤0.01% 1616
2017
Q3 		$732K Buy
42,358
+4,777
+13% +$75.8K ﹤0.01% 1458
2017
Q2 		$587K Buy
37,581
+13,166
+54% +$210K ﹤0.01% 1555
2017
Q1 		$411K Buy
24,415
+3,555
+17% +$62.3K ﹤0.01% 1668
2016
Q4 		$376K Buy
20,860
+1,737
+9% +$29.6K ﹤0.01% 1677
2016
Q3 		$300K Sell
19,123
-1,975
-9% -$30K ﹤0.01% 1709
2016
Q2 		$313K Sell
21,098
-223
-1% -$3.16K ﹤0.01% 1641
2016
Q1 		$288K Sell
21,321
-7,519
-26% -$95.7K ﹤0.01% 1687
2015
Q4 		$386K Buy
28,840
+11,068
+62% +$149K ﹤0.01% 1471
2015
Q3 		$231K Buy
17,772
+3,277
+23% +$41.8K ﹤0.01% 1693
2015
Q2 		$186K Sell
14,495
-38
-0.3% -$468 ﹤0.01% 1882
2015
Q1 		$172K Buy
+14,533
New +$173K ﹤0.01% 1857

Other funds holding NWBI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aperio Group's NWBI Position: Q4 2020 in Review

Aperio Group increased its Northwest Bancshares (NWBI) stake by 13% in Q4 2020, buying an estimated $136K and bringing the position to 101,216 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Aperio Group first reported a position in NWBI in Q1 2015 and has held it in 24 quarters since. 175 funds tracked by Wall St. Rank hold NWBI as of Q4 2020.

  • Aperio Group held 101,216 shares of Northwest Bancshares worth $1.29M as of Q4 2020.
  • Aperio Group bought 11,946 Northwest Bancshares shares in Q4 2020, an estimated $136K.
  • Northwest Bancshares made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1449 holding.
  • Aperio Group first reported a position in Northwest Bancshares in Q1 2015 and has held it in 24 quarters since.
  • 175 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2020.

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