AG
SBNY

Aperio Group’s Signature Bank SBNY Stock Holding History

Aperio Group’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.35M Sell
9,981
-2,840
-22% -$297K ﹤0.01% 1432
2020
Q3 		$1.06M Sell
12,821
-2,370
-16% -$236K ﹤0.01% 1423
2020
Q2 		$1.62M Buy
15,191
+3,318
+28% +$327K 0.01% 1195
2020
Q1 		$954K Buy
11,873
+5,485
+86% +$689K ﹤0.01% 1331
2019
Q4 		$873K Buy
6,388
+33
+0.5% +$4.13K ﹤0.01% 1500
2019
Q3 		$758K Buy
6,355
+592
+10% +$71.6K ﹤0.01% 1545
2019
Q2 		$696K Buy
5,763
+586
+11% +$72.5K ﹤0.01% 1598
2019
Q1 		$663K Sell
5,177
-1,003
-16% -$128K ﹤0.01% 1583
2018
Q4 		$635K Sell
6,180
-1,953
-24% -$220K ﹤0.01% 1551
2018
Q3 		$934K Buy
8,133
+513
+7% +$60.4K ﹤0.01% 1447
2018
Q2 		$974K Sell
7,620
-1,070
-12% -$140K ﹤0.01% 1405
2018
Q1 		$1.23M Buy
8,690
+68
+0.8% +$10.2K 0.01% 1213
2017
Q4 		$1.18M Buy
8,622
+1,956
+29% +$258K 0.01% 1214
2017
Q3 		$854K Sell
6,666
-1,477
-18% -$194K ﹤0.01% 1361
2017
Q2 		$1.17M Buy
8,143
+669
+9% +$94.9K 0.01% 1159
2017
Q1 		$1.11M Buy
7,474
+1,996
+36% +$309K 0.01% 1123
2016
Q4 		$823K Sell
5,478
-1,418
-21% -$193K 0.01% 1218
2016
Q3 		$817K Sell
6,896
-1,240
-15% -$149K 0.01% 1200
2016
Q2 		$1.02M Sell
8,136
-1,363
-14% -$182K 0.01% 1065
2016
Q1 		$1.29M Buy
9,499
+2,786
+42% +$380K 0.01% 938
2015
Q4 		$1.03M Buy
6,713
+547
+9% +$82.5K 0.01% 1006
2015
Q3 		$848K Buy
6,166
+733
+13% +$104K 0.01% 1048
2015
Q2 		$795K Buy
5,433
+1,431
+36% +$199K 0.01% 1090
2015
Q1 		$519K Buy
4,002
+109
+3% +$13.5K 0.01% 1256
2014
Q4 		$490K Buy
3,893
+286
+8% +$34.1K 0.01% 1241
2014
Q3 		$404K Buy
3,607
+180
+5% +$21.2K 0.01% 1244
2014
Q2 		$432K Sell
3,427
-57
-2% -$6.85K 0.01% 1203
2014
Q1 		$438K Buy
+3,484
New +$426K 0.01% 1394
2013
Q4 		– Sell
-2,829
Closed -$289K – 1435
2013
Q3 		$259K Buy
2,829
+144
+5% +$13K 0.01% 1507
2013
Q2 		$223K Buy
+2,685
New +$207K 0.01% 1442

Other funds holding SBNY

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aperio Group's SBNY Position: Q4 2020 in Review

Aperio Group reduced its Signature Bank (SBNY) stake by 22% in Q4 2020, selling an estimated $297K and leaving 9,981 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Aperio Group first reported a position in SBNY in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.62M in Q2 2020. 327 funds tracked by Wall St. Rank hold SBNY as of Q4 2020.

  • Aperio Group held 9,981 shares of Signature Bank worth $1.35M as of Q4 2020.
  • Aperio Group sold 2,840 Signature Bank shares in Q4 2020, an estimated $297K.
  • Signature Bank made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1432 holding.
  • Aperio Group first reported a position in Signature Bank in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Signature Bank position peaked at $1.62M in Q2 2020.
  • 327 funds tracked by Wall St. Rank held Signature Bank as of Q4 2020.

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