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Aperio Group’s Palo Alto Networks PANW Stock Holding History

Aperio Group’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$14.4M Sell
243,816
-13,794
-5% -$644K 0.04% 429
2020
Q3 		$10.5M Buy
257,610
+16,728
+7% +$696K 0.04% 456
2020
Q2 		$9.22M Buy
240,882
+42,984
+22% +$1.51M 0.03% 486
2020
Q1 		$5.41M Sell
197,898
-22,560
-10% -$788K 0.02% 624
2019
Q4 		$8.5M Buy
220,458
+34,254
+18% +$1.3M 0.03% 553
2019
Q3 		$6.33M Buy
186,204
+108
+0.1% +$3.82K 0.03% 628
2019
Q2 		$6.32M Buy
186,096
+2,622
+1% +$98.1K 0.03% 631
2019
Q1 		$7.43M Buy
183,474
+8,322
+5% +$309K 0.03% 556
2018
Q4 		$5.5M Sell
175,152
-21,474
-11% -$669K 0.03% 602
2018
Q3 		$7.38M Buy
196,626
+5,592
+3% +$204K 0.03% 550
2018
Q2 		$6.54M Buy
191,034
+42,294
+28% +$1.41M 0.03% 573
2018
Q1 		$4.5M Buy
148,740
+31,392
+27% +$872K 0.02% 693
2017
Q4 		$2.83M Buy
117,348
+2,778
+2% +$67.6K 0.01% 860
2017
Q3 		$2.75M Buy
114,570
+6,690
+6% +$152K 0.02% 814
2017
Q2 		$2.41M Buy
107,880
+33,048
+44% +$668K 0.01% 837
2017
Q1 		$1.41M Sell
74,832
-7,614
-9% -$170K 0.01% 1011
2016
Q4 		$1.72M Sell
82,446
-6,630
-7% -$159K 0.01% 879
2016
Q3 		$2.37M Sell
89,076
-8,154
-8% -$186K 0.02% 785
2016
Q2 		$1.99M Buy
97,230
+6,948
+8% +$161K 0.02% 811
2016
Q1 		$2.46M Buy
90,282
+1,320
+1% +$32.5K 0.02% 705
2015
Q4 		$2.61M Sell
88,962
-1,446
-2% -$41.7K 0.02% 659
2015
Q3 		$2.59M Buy
90,408
+57,036
+171% +$1.68M 0.03% 651
2015
Q2 		$972K Buy
33,372
+3,132
+10% +$83.6K 0.01% 982
2015
Q1 		$736K Buy
30,240
+5,574
+23% +$125K 0.01% 1076
2014
Q4 		$504K Sell
24,666
-1,110
-4% -$20.5K 0.01% 1218
2014
Q3 		$421K Buy
25,776
+192
+0.8% +$2.76K 0.01% 1216
2014
Q2 		$358K Sell
25,584
-174
-0.7% -$2.03K 0.01% 1295
2014
Q1 		$295K Buy
+25,758
New +$292K ﹤0.01% 1637
2013
Q4 		– Hold
0
– – – 1714

Other funds holding PANW

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's PANW Position: Q4 2020 in Review

Aperio Group reduced its Palo Alto Networks (PANW) stake by 5.4% in Q4 2020, selling an estimated $644K and leaving 243,816 shares worth $14.4M. The position accounts for 0.04% of the portfolio, ranked #429.

Aperio Group first reported a position in PANW in Q1 2014 and has held it in 28 quarters since. 939 funds tracked by Wall St. Rank hold PANW as of Q4 2020.

  • Aperio Group held 243,816 shares of Palo Alto Networks worth $14.4M as of Q4 2020.
  • Aperio Group sold 13,794 Palo Alto Networks shares in Q4 2020, an estimated $644K.
  • Palo Alto Networks made up 0.04% of Aperio Group's portfolio in Q4 2020, its #429 holding.
  • Aperio Group first reported a position in Palo Alto Networks in Q1 2014 and has held it in 28 quarters since.
  • 939 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2020.

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