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Aperio Group’s RBC Bearings RBC Stock Holding History

Aperio Group’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$730K Sell
4,075
-286
-7% -$43.7K ﹤0.01% 1760
2020
Q3 		$529K Sell
4,361
-233
-5% -$29.9K ﹤0.01% 1783
2020
Q2 		$616K Sell
4,594
-374
-8% -$47.7K ﹤0.01% 1670
2020
Q1 		$560K Sell
4,968
-257
-5% -$39.8K ﹤0.01% 1589
2019
Q4 		$827K Sell
5,225
-13
-0.2% -$2.1K ﹤0.01% 1533
2019
Q3 		$869K Buy
5,238
+5
+0.1% +$808 ﹤0.01% 1472
2019
Q2 		$873K Buy
5,233
+136
+3% +$19.2K ﹤0.01% 1467
2019
Q1 		$648K Sell
5,097
-354
-6% -$47.5K ﹤0.01% 1594
2018
Q4 		$715K Buy
5,451
+211
+4% +$30.7K ﹤0.01% 1484
2018
Q3 		$788K Sell
5,240
-299
-5% -$43K ﹤0.01% 1540
2018
Q2 		$713K Buy
5,539
+327
+6% +$40.6K ﹤0.01% 1567
2018
Q1 		$647K Sell
5,212
-922
-15% -$115K ﹤0.01% 1572
2017
Q4 		$775K Buy
6,134
+2,347
+62% +$294K ﹤0.01% 1461
2017
Q3 		$474K Buy
3,787
+124
+3% +$13.5K ﹤0.01% 1692
2017
Q2 		$373K Buy
3,663
+337
+10% +$33.7K ﹤0.01% 1787
2017
Q1 		$323K Sell
3,326
-403
-11% -$37.4K ﹤0.01% 1787
2016
Q4 		$346K Sell
3,729
-88
-2% -$7.1K ﹤0.01% 1726
2016
Q3 		$292K Buy
3,817
+123
+3% +$9.4K ﹤0.01% 1731
2016
Q2 		$268K Buy
3,694
+123
+3% +$9.02K ﹤0.01% 1707
2016
Q1 		$262K Buy
+3,571
New +$226K ﹤0.01% 1727

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Aperio Group's RBC Position: Q4 2020 in Review

Aperio Group reduced its RBC Bearings (RBC) stake by 6.6% in Q4 2020, selling an estimated $43.7K and leaving 4,075 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Aperio Group first reported a position in RBC in Q1 2016 and has held it in 20 quarters since. The position peaked at $873K in Q2 2019. 236 funds tracked by Wall St. Rank hold RBC as of Q4 2020.

  • Aperio Group held 4,075 shares of RBC Bearings worth $730K as of Q4 2020.
  • Aperio Group sold 286 RBC Bearings shares in Q4 2020, an estimated $43.7K.
  • RBC Bearings made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1760 holding.
  • Aperio Group first reported a position in RBC Bearings in Q1 2016 and has held it in 20 quarters since.
  • Aperio Group's RBC Bearings position peaked at $873K in Q2 2019.
  • 236 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2020.

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