Aperio Group’s Shenandoah Telecom SHEN Stock Holding History

Aperio Group’s Portfolio SHEN Stock Details SHEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$563K	Sell	13,028 -777	-6%	-$34.9K	﹤0.01%	1908
2020 Q3	$613K	Buy	13,805 +95	+0.7%	+$4.84K	﹤0.01%	1705
2020 Q2	$676K	Buy	13,710 +534	+4%	+$27.1K	﹤0.01%	1611
2020 Q1	$649K	Buy	13,176 +4,669	+55%	+$207K	﹤0.01%	1507
2019 Q4	$354K	Buy	+8,507	New	+$301K	﹤0.01%	1989
2019 Q3	–	Sell	-3,929	Closed	-$151K	–	2679
2019 Q2	$151K	Buy	+3,929	New	+$163K	﹤0.01%	2276

Other funds holding SHEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aperio Group's SHEN Position: Q4 2020 in Review

Aperio Group reduced its Shenandoah Telecom (SHEN) stake by 5.6% in Q4 2020, selling an estimated $34.9K and leaving 13,028 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Aperio Group first reported a position in SHEN in Q2 2019 and has held it in 6 quarters since. The position peaked at $676K in Q2 2020. 154 funds tracked by Wall St. Rank hold SHEN as of Q4 2020.

Aperio Group held 13,028 shares of Shenandoah Telecom worth $563K as of Q4 2020.
Aperio Group sold 777 Shenandoah Telecom shares in Q4 2020, an estimated $34.9K.
Shenandoah Telecom made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1908 holding.
Aperio Group first reported a position in Shenandoah Telecom in Q2 2019 and has held it in 6 quarters since.
Aperio Group's Shenandoah Telecom position peaked at $676K in Q2 2020.
154 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q4 2020.

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