AG
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Aperio Group’s Piper Sandler PIPR Stock Holding History

Aperio Group’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$716K Buy
28,372
+376
+1% +$8.53K ﹤0.01% 1771
2020
Q3 		$511K Sell
27,996
-1,080
-4% -$18.4K ﹤0.01% 1800
2020
Q2 		$430K Sell
29,076
-9,164
-24% -$129K ﹤0.01% 1836
2020
Q1 		$483K Buy
38,240
+10,332
+37% +$184K ﹤0.01% 1665
2019
Q4 		$558K Buy
27,908
+3,084
+12% +$59.7K ﹤0.01% 1744
2019
Q3 		$468K Buy
24,824
+1,512
+6% +$28.2K ﹤0.01% 1792
2019
Q2 		$433K Buy
23,312
+1,948
+9% +$36.8K ﹤0.01% 1863
2019
Q1 		$389K Buy
21,364
+1,136
+6% +$20.1K ﹤0.01% 1881
2018
Q4 		$333K Sell
20,228
-452
-2% -$7.88K ﹤0.01% 1895
2018
Q3 		$395K Buy
20,680
+568
+3% +$10.9K ﹤0.01% 1895
2018
Q2 		$386K Sell
20,112
-144
-0.7% -$2.82K ﹤0.01% 1880
2018
Q1 		$421K Buy
20,256
+200
+1% +$4.42K ﹤0.01% 1781
2017
Q4 		$432K Buy
20,056
+1,224
+6% +$22.1K ﹤0.01% 1770
2017
Q3 		$279K Sell
18,832
-612
-3% -$9.03K ﹤0.01% 1957
2017
Q2 		$291K Sell
19,444
-872
-4% -$13.2K ﹤0.01% 1918
2017
Q1 		$324K Buy
20,316
+296
+1% +$5.24K ﹤0.01% 1785
2016
Q4 		$363K Buy
20,020
+2,132
+12% +$33.7K ﹤0.01% 1698
2016
Q3 		$216K Buy
+17,888
New +$195K ﹤0.01% 1900
2016
Q2 		– Sell
-24,456
Closed -$303K – 2027
2016
Q1 		$303K Sell
24,456
-4,432
-15% -$44.9K ﹤0.01% 1648
2015
Q4 		$292K Buy
28,888
+5,792
+25% +$55.5K ﹤0.01% 1630
2015
Q3 		$209K Buy
+23,096
New +$237K ﹤0.01% 1751

Other funds holding PIPR

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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aperio Group's PIPR Position: Q4 2020 in Review

Aperio Group increased its Piper Sandler (PIPR) stake by 1.3% in Q4 2020, buying an estimated $8.53K and bringing the position to 28,372 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Aperio Group first reported a position in PIPR in Q3 2015 and has held it in 21 quarters since. 221 funds tracked by Wall St. Rank hold PIPR as of Q4 2020.

  • Aperio Group held 28,372 shares of Piper Sandler worth $716K as of Q4 2020.
  • Aperio Group bought 376 Piper Sandler shares in Q4 2020, an estimated $8.53K.
  • Piper Sandler made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1771 holding.
  • Aperio Group first reported a position in Piper Sandler in Q3 2015 and has held it in 21 quarters since.
  • 221 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2020.

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