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Aperio Group’s Southside Bancshares SBSI Stock Holding History

Aperio Group’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$388K Buy
12,518
+447
+4% +$12.9K ﹤0.01% 2074
2020
Q3 		$295K Buy
12,071
+357
+3% +$9.64K ﹤0.01% 2076
2020
Q2 		$325K Sell
11,714
-2,719
-19% -$77.2K ﹤0.01% 1985
2020
Q1 		$438K Sell
14,433
-5,444
-27% -$184K ﹤0.01% 1720
2019
Q4 		$739K Buy
19,877
+853
+4% +$30.1K ﹤0.01% 1610
2019
Q3 		$649K Buy
19,024
+447
+2% +$14.9K ﹤0.01% 1618
2019
Q2 		$601K Sell
18,577
-902
-5% -$30.5K ﹤0.01% 1671
2019
Q1 		$647K Sell
19,479
-616
-3% -$20.9K ﹤0.01% 1595
2018
Q4 		$638K Buy
20,095
+4,532
+29% +$147K ﹤0.01% 1549
2018
Q3 		$542K Sell
15,563
-680
-4% -$24K ﹤0.01% 1720
2018
Q2 		$547K Sell
16,243
-2,287
-12% -$78.7K ﹤0.01% 1703
2018
Q1 		$643K Buy
18,530
+149
+0.8% +$5.18K ﹤0.01% 1576
2017
Q4 		$619K Sell
18,381
-899
-5% -$31.8K ﹤0.01% 1605
2017
Q3 		$701K Sell
19,280
-466
-2% -$15.8K ﹤0.01% 1486
2017
Q2 		$690K Buy
19,746
+5,098
+35% +$171K ﹤0.01% 1451
2017
Q1 		$480K Sell
14,648
-580
-4% -$19.8K ﹤0.01% 1569
2016
Q4 		$560K Buy
15,228
+405
+3% +$14K ﹤0.01% 1445
2016
Q3 		$466K Buy
14,823
+697
+5% +$21.7K ﹤0.01% 1492
2016
Q2 		$426K Sell
14,126
-40
-0.3% -$1.09K ﹤0.01% 1477
2016
Q1 		$343K Buy
+14,166
New +$309K ﹤0.01% 1574

Other funds holding SBSI

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Aperio Group's SBSI Position: Q4 2020 in Review

Aperio Group increased its Southside Bancshares (SBSI) stake by 3.7% in Q4 2020, buying an estimated $12.9K and bringing the position to 12,518 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Aperio Group first reported a position in SBSI in Q1 2016 and has held it in 20 quarters since. The position peaked at $739K in Q4 2019. 124 funds tracked by Wall St. Rank hold SBSI as of Q4 2020.

  • Aperio Group held 12,518 shares of Southside Bancshares worth $388K as of Q4 2020.
  • Aperio Group bought 447 Southside Bancshares shares in Q4 2020, an estimated $12.9K.
  • Southside Bancshares made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2074 holding.
  • Aperio Group first reported a position in Southside Bancshares in Q1 2016 and has held it in 20 quarters since.
  • Aperio Group's Southside Bancshares position peaked at $739K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2020.

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