Aperio Group’s Royal Bank of Canada RY Stock Holding History

Aperio Group’s Portfolio RY Stock Details RY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$56.7M	Buy	691,321 +64,121	+10%	+$4.96M	0.17%	109
2020 Q3	$44M	Buy	627,200 +28,397	+5%	+$2.04M	0.15%	133
2020 Q2	$40.6M	Sell	598,803 -77,127	-11%	-$4.91M	0.15%	129
2020 Q1	$41.6M	Sell	675,930 -203,399	-23%	-$15.1M	0.18%	108
2019 Q4	$69.6M	Buy	879,329 +48,159	+6%	+$3.88M	0.25%	72
2019 Q3	$67.5M	Sell	831,170 -32,977	-4%	-$2.57M	0.27%	70
2019 Q2	$68.6M	Buy	864,147 +54,326	+7%	+$4.25M	0.28%	67
2019 Q1	$61.2M	Buy	809,821 +126,160	+18%	+$9.54M	0.26%	72
2018 Q4	$46.8M	Sell	683,661 -46,766	-6%	-$3.41M	0.24%	85
2018 Q3	$58.6M	Buy	730,427 +34,469	+5%	+$2.7M	0.26%	75
2018 Q2	$52.4M	Sell	695,958 -18,362	-3%	-$1.41M	0.25%	77
2018 Q1	$55.2M	Buy	714,320 +52,654	+8%	+$4.27M	0.27%	76
2017 Q4	$54M	Buy	661,666 +25,028	+4%	+$1.98M	0.27%	70
2017 Q3	$49.2M	Buy	636,638 +23,262	+4%	+$1.74M	0.28%	73
2017 Q2	$44.5M	Buy	613,376 +78,462	+15%	+$5.5M	0.27%	76
2017 Q1	$39M	Buy	534,914 +24,979	+5%	+$1.81M	0.27%	75
2016 Q4	$34.5M	Sell	509,935 -367,249	-42%	-$23.8M	0.26%	81
2016 Q3	$54.4M	Buy	877,184 +26,757	+3%	+$1.64M	0.39%	45
2016 Q2	$50.3M	Buy	850,427 +164,504	+24%	+$9.88M	0.39%	48
2016 Q1	$39.5M	Buy	685,923 +28,966	+4%	+$1.5M	0.34%	56
2015 Q4	$35.2M	Buy	656,957 +33,515	+5%	+$1.88M	0.32%	64
2015 Q3	$34.4M	Buy	623,442 +3,110	+0.5%	+$177K	0.35%	55
2015 Q2	$37.9M	Buy	620,332 +106,068	+21%	+$6.83M	0.39%	45
2015 Q1	$31M	Buy	514,264 +85,685	+20%	+$5.27M	0.35%	58
2014 Q4	$29.6M	Buy	428,579 +146,920	+52%	+$10.4M	0.36%	48
2014 Q3	$20.1M	Buy	281,659 +26,621	+10%	+$1.96M	0.27%	80
2014 Q2	$18.2M	Buy	255,038 +19,089	+8%	+$1.29M	0.26%	81
2014 Q1	$15.6M	Buy	+235,949	New	+$15.3M	0.22%	89
2013 Q4	–	Sell	-153,083	Closed	-$10.2M	–	119
2013 Q3	$9.83M	Buy	153,083 +27,859	+22%	+$1.73M	0.19%	118
2013 Q2	$7.3M	Buy	+125,224	New	+$7.48M	0.17%	127

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aperio Group's RY Position: Q4 2020 in Review

Aperio Group increased its Royal Bank of Canada (RY) stake by 10% in Q4 2020, buying an estimated $4.96M and bringing the position to 691,321 shares worth $56.7M. The position accounts for 0.17% of the portfolio, ranked #109.

Aperio Group first reported a position in RY in Q2 2013 and has held it in 30 quarters since. The position peaked at $69.6M in Q4 2019. 579 funds tracked by Wall St. Rank hold RY as of Q4 2020.

Aperio Group held 691,321 shares of Royal Bank of Canada worth $56.7M as of Q4 2020.
Aperio Group bought 64,121 Royal Bank of Canada shares in Q4 2020, an estimated $4.96M.
Royal Bank of Canada made up 0.17% of Aperio Group's portfolio in Q4 2020, its #109 holding.
Aperio Group first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 30 quarters since.
Aperio Group's Royal Bank of Canada position peaked at $69.6M in Q4 2019.
579 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2020.

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