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Aperio Group’s Grupo SIMEC SIM Stock Holding History

Aperio Group’s Portfolio SIM Stock Details SIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,803
Closed -$23K – 2685
2019
Q2 		$23K Buy
+2,803
New +$24.2K ﹤0.01% 2674
2015
Q3 		– Sell
-10,622
Closed -$93K – 1995
2015
Q2 		$93K Buy
+10,622
New +$92.8K ﹤0.01% 1953
2015
Q1 		– Sell
-14,115
Closed -$139K – 1992
2014
Q4 		$139K Sell
14,115
-5,343
-27% -$61K ﹤0.01% 1800
2014
Q3 		$260K Buy
19,458
+1,672
+9% +$23.4K ﹤0.01% 1473
2014
Q2 		$248K Sell
17,786
-1,461
-8% -$18.4K ﹤0.01% 1502
2014
Q1 		$220K Buy
+19,247
New +$224K ﹤0.01% 1807
2013
Q4 		– Sell
-17,692
Closed -$204K – 1743
2013
Q3 		$211K Sell
17,692
-1,211
-6% -$14.5K ﹤0.01% 1616
2013
Q2 		$255K Buy
+18,903
New +$257K 0.01% 1373

Other funds holding SIM

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Aperio Group's SIM Position: Q3 2019 in Review

Aperio Group sold out of Grupo SIMEC (SIM) in Q3 2019, closing a stake of 2,803 shares — an estimated $23K sold.

Aperio Group first reported a position in SIM in Q2 2013 and held it in 8 quarters. The position peaked at $260K in Q3 2014. 11 funds tracked by Wall St. Rank hold SIM as of Q3 2019.

  • Aperio Group reported no remaining Grupo SIMEC position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 2,803 Grupo SIMEC shares in Q3 2019, an estimated $23K.
  • Aperio Group first reported a position in Grupo SIMEC in Q2 2013 and held it in 8 quarters.
  • Aperio Group's Grupo SIMEC position peaked at $260K in Q3 2014.
  • 11 funds tracked by Wall St. Rank held Grupo SIMEC as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.