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Aperio Group’s Origin Bancorp OBK Stock Holding History

Aperio Group’s Portfolio OBK Stock Details OBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$305K Buy
10,989
+182
+2% +$4.63K ﹤0.01% 2179
2020
Q3 		$231K Sell
10,807
-8,586
-44% -$192K ﹤0.01% 2180
2020
Q2 		$427K Buy
+19,393
New +$398K ﹤0.01% 1845
2019
Q3 		– Sell
-272
Closed -$9K – 2612
2019
Q2 		$9K Buy
+272
New +$9.24K ﹤0.01% 2797

Other funds holding OBK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Aperio Group's OBK Position: Q4 2020 in Review

Aperio Group increased its Origin Bancorp (OBK) stake by 1.7% in Q4 2020, buying an estimated $4.63K and bringing the position to 10,989 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Aperio Group first reported a position in OBK in Q2 2019 and has held it in 4 quarters since. The position peaked at $427K in Q2 2020. 84 funds tracked by Wall St. Rank hold OBK as of Q4 2020.

  • Aperio Group held 10,989 shares of Origin Bancorp worth $305K as of Q4 2020.
  • Aperio Group bought 182 Origin Bancorp shares in Q4 2020, an estimated $4.63K.
  • Origin Bancorp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2179 holding.
  • Aperio Group first reported a position in Origin Bancorp in Q2 2019 and has held it in 4 quarters since.
  • Aperio Group's Origin Bancorp position peaked at $427K in Q2 2020.
  • 84 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2020.

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