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Aperio Group’s Simmons First National SFNC Stock Holding History

Aperio Group’s Portfolio SFNC Stock Details SFNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$684K Buy
31,661
+2,831
+10% +$54K ﹤0.01% 1805
2020
Q3 		$457K Buy
28,830
+13,827
+92% +$231K ﹤0.01% 1857
2020
Q2 		$257K Sell
15,003
-8,681
-37% -$149K ﹤0.01% 2082
2020
Q1 		$436K Sell
23,684
-7,705
-25% -$175K ﹤0.01% 1722
2019
Q4 		$841K Buy
31,389
+416
+1% +$10.5K ﹤0.01% 1519
2019
Q3 		$771K Buy
30,973
+12,366
+66% +$303K ﹤0.01% 1535
2019
Q2 		$433K Sell
18,607
-715
-4% -$17.4K ﹤0.01% 1864
2019
Q1 		$473K Sell
19,322
-916
-5% -$23.5K ﹤0.01% 1778
2018
Q4 		$489K Sell
20,238
-3,595
-15% -$96.7K ﹤0.01% 1688
2018
Q3 		$702K Buy
23,833
+1,738
+8% +$53.5K ﹤0.01% 1596
2018
Q2 		$660K Sell
22,095
-995
-4% -$30.4K ﹤0.01% 1620
2018
Q1 		$657K Buy
23,090
+82
+0.4% +$2.4K ﹤0.01% 1561
2017
Q4 		$657K Buy
23,008
+10,088
+78% +$290K ﹤0.01% 1570
2017
Q3 		$374K Buy
12,920
+4,062
+46% +$108K ﹤0.01% 1812
2017
Q2 		$234K Buy
+8,858
New +$234K ﹤0.01% 2027
2017
Q1 		– Sell
-7,372
Closed -$229K – 2159
2016
Q4 		$229K Buy
+7,372
New +$207K ﹤0.01% 1932

Other funds holding SFNC

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aperio Group's SFNC Position: Q4 2020 in Review

Aperio Group increased its Simmons First National (SFNC) stake by 9.8% in Q4 2020, buying an estimated $54K and bringing the position to 31,661 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Aperio Group first reported a position in SFNC in Q4 2016 and has held it in 16 quarters since. The position peaked at $841K in Q4 2019. 193 funds tracked by Wall St. Rank hold SFNC as of Q4 2020.

  • Aperio Group held 31,661 shares of Simmons First National worth $684K as of Q4 2020.
  • Aperio Group bought 2,831 Simmons First National shares in Q4 2020, an estimated $54K.
  • Simmons First National made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1805 holding.
  • Aperio Group first reported a position in Simmons First National in Q4 2016 and has held it in 16 quarters since.
  • Aperio Group's Simmons First National position peaked at $841K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Simmons First National as of Q4 2020.

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