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Aperio Group’s StoneX SNEX Stock Holding History

Aperio Group’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$258K Sell
22,553
-492
-2% -$5.56K ﹤0.01% 2240
2020
Q3 		$233K Buy
23,045
+279
+1% +$3.05K ﹤0.01% 2175
2020
Q2 		$247K Sell
22,766
-6,672
-23% -$57.9K ﹤0.01% 2102
2020
Q1 		$211K Sell
29,438
-2,415
-8% -$21.4K ﹤0.01% 2078
2019
Q4 		$307K Sell
31,853
-962
-3% -$7.96K ﹤0.01% 2052
2019
Q3 		$266K Buy
32,815
+4,936
+18% +$38.7K ﹤0.01% 2067
2019
Q2 		$218K Buy
+27,879
New +$208K ﹤0.01% 2147
2018
Q4 		– Sell
-24,710
Closed -$236K – 2330
2018
Q3 		$236K Buy
24,710
+1,088
+5% +$11.6K ﹤0.01% 2122
2018
Q2 		$241K Buy
+23,622
New +$222K ﹤0.01% 2090
2017
Q4 		– Sell
-26,750
Closed -$202K – 2255
2017
Q3 		$202K Sell
26,750
-324
-1% -$2.37K ﹤0.01% 2116
2017
Q2 		$202K Buy
+27,074
New +$194K ﹤0.01% 2101

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Aperio Group's SNEX Position: Q4 2020 in Review

Aperio Group reduced its StoneX (SNEX) stake by 2.1% in Q4 2020, selling an estimated $5.56K and leaving 22,553 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

Aperio Group first reported a position in SNEX in Q2 2017 and has held it in 11 quarters since. The position peaked at $307K in Q4 2019. 155 funds tracked by Wall St. Rank hold SNEX as of Q4 2020.

  • Aperio Group held 22,553 shares of StoneX worth $258K as of Q4 2020.
  • Aperio Group sold 492 StoneX shares in Q4 2020, an estimated $5.56K.
  • StoneX made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2240 holding.
  • Aperio Group first reported a position in StoneX in Q2 2017 and has held it in 11 quarters since.
  • Aperio Group's StoneX position peaked at $307K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held StoneX as of Q4 2020.

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