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Aperio Group’s PDF Solutions PDFS Stock Holding History

Aperio Group’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,903
Closed -$25K – 2635
2019
Q2 		$25K Buy
+1,903
New +$24.4K ﹤0.01% 2656
2018
Q4 		– Sell
-11,313
Closed -$102K – 2323
2018
Q3 		$102K Buy
11,313
+324
+3% +$3.26K ﹤0.01% 2253
2018
Q2 		$132K Sell
10,989
-4,857
-31% -$58K ﹤0.01% 2210
2018
Q1 		$185K Buy
15,846
+2,065
+15% +$27.4K ﹤0.01% 2157
2017
Q4 		$216K Buy
13,781
+754
+6% +$12.1K ﹤0.01% 2119
2017
Q3 		$202K Sell
13,027
-2,718
-17% -$43.8K ﹤0.01% 2115
2017
Q2 		$259K Buy
+15,745
New +$292K ﹤0.01% 1968

Other funds holding PDFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Aperio Group's PDFS Position: Q3 2019 in Review

Aperio Group sold out of PDF Solutions (PDFS) in Q3 2019, closing a stake of 1,903 shares — an estimated $25K sold.

Aperio Group first reported a position in PDFS in Q2 2017 and held it in 7 quarters. The position peaked at $259K in Q2 2017. 106 funds tracked by Wall St. Rank hold PDFS as of Q3 2019.

  • Aperio Group reported no remaining PDF Solutions position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 1,903 PDF Solutions shares in Q3 2019, an estimated $25K.
  • Aperio Group first reported a position in PDF Solutions in Q2 2017 and held it in 7 quarters.
  • Aperio Group's PDF Solutions position peaked at $259K in Q2 2017.
  • 106 funds tracked by Wall St. Rank held PDF Solutions as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.