AG
PACW

Aperio Group’s PacWest Bancorp PACW Stock Holding History

Aperio Group’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.99M Sell
78,178
-21,998
-22% -$491K 0.01% 1239
2020
Q3 		$1.71M Sell
100,176
-181,698
-64% -$3.37M 0.01% 1193
2020
Q2 		$5.56M Sell
281,874
-100,731
-26% -$1.87M 0.02% 697
2020
Q1 		$6.86M Buy
382,605
+264,772
+225% +$8.3M 0.03% 535
2019
Q4 		$4.51M Buy
117,833
+5,756
+5% +$216K 0.02% 776
2019
Q3 		$4.07M Sell
112,077
-21,898
-16% -$791K 0.02% 775
2019
Q2 		$5.2M Buy
133,975
+16,653
+14% +$644K 0.02% 699
2019
Q1 		$4.41M Buy
117,322
+20,777
+22% +$805K 0.02% 739
2018
Q4 		$3.21M Buy
96,545
+36,548
+61% +$1.46M 0.02% 803
2018
Q3 		$2.86M Sell
59,997
-1,371
-2% -$69K 0.01% 874
2018
Q2 		$3.03M Sell
61,368
-648
-1% -$33.9K 0.01% 839
2018
Q1 		$3.07M Sell
62,016
-5,218
-8% -$273K 0.02% 824
2017
Q4 		$3.39M Buy
67,234
+2,286
+4% +$109K 0.02% 785
2017
Q3 		$3.28M Sell
64,948
-9,356
-13% -$438K 0.02% 758
2017
Q2 		$3.47M Buy
74,304
+19,043
+34% +$929K 0.02% 710
2017
Q1 		$2.94M Buy
55,261
+5,444
+11% +$298K 0.02% 737
2016
Q4 		$2.71M Buy
49,817
+2,241
+5% +$108K 0.02% 713
2016
Q3 		$2.04M Buy
47,576
+3,726
+8% +$155K 0.01% 829
2016
Q2 		$1.74M Buy
43,850
+4,301
+11% +$169K 0.01% 862
2016
Q1 		$1.47M Buy
39,549
+3,117
+9% +$110K 0.01% 888
2015
Q4 		$1.57M Buy
36,432
+5,087
+16% +$229K 0.01% 833
2015
Q3 		$1.34M Buy
31,345
+3,918
+14% +$176K 0.01% 862
2015
Q2 		$1.28M Buy
27,427
+4,410
+19% +$204K 0.01% 876
2015
Q1 		$1.08M Buy
23,017
+2,470
+12% +$111K 0.01% 909
2014
Q4 		$934K Sell
20,547
-2,076
-9% -$91K 0.01% 935
2014
Q3 		$933K Buy
22,623
+1,230
+6% +$51.6K 0.01% 889
2014
Q2 		$924K Buy
+21,393
New +$892K 0.01% 878

Other funds holding PACW

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's PACW Position: Q4 2020 in Review

Aperio Group reduced its PacWest Bancorp (PACW) stake by 22% in Q4 2020, selling an estimated $491K and leaving 78,178 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #1239.

Aperio Group first reported a position in PACW in Q2 2014 and has held it in 27 quarters since. The position peaked at $6.86M in Q1 2020. 307 funds tracked by Wall St. Rank hold PACW as of Q4 2020.

  • Aperio Group held 78,178 shares of PacWest Bancorp worth $1.99M as of Q4 2020.
  • Aperio Group sold 21,998 PacWest Bancorp shares in Q4 2020, an estimated $491K.
  • PacWest Bancorp made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1239 holding.
  • Aperio Group first reported a position in PacWest Bancorp in Q2 2014 and has held it in 27 quarters since.
  • Aperio Group's PacWest Bancorp position peaked at $6.86M in Q1 2020.
  • 307 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2020.

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