AG
SP

Aperio Group’s SP Plus Corporation SP Stock Holding History

Aperio Group’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,144
Closed -$210K – 2398
2020
Q1 		$210K Sell
10,144
-684
-6% -$25K ﹤0.01% 2080
2019
Q4 		$459K Buy
10,828
+214
+2% +$9K ﹤0.01% 1857
2019
Q3 		$393K Buy
10,614
+1,770
+20% +$61.7K ﹤0.01% 1887
2019
Q2 		$282K Sell
8,844
-197
-2% -$6.49K ﹤0.01% 2048
2019
Q1 		$308K Buy
9,041
+239
+3% +$8.08K ﹤0.01% 1984
2018
Q4 		$260K Buy
+8,802
New +$273K ﹤0.01% 2013

Other funds holding SP

HR
Hayden Royal Charlotte, North Carolina $42.7M AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Aperio Group's SP Position: Q2 2020 in Review

Aperio Group sold out of SP Plus Corporation (SP) in Q2 2020, closing a stake of 10,144 shares — an estimated $210K sold.

Aperio Group first reported a position in SP in Q4 2018 and held it in 6 quarters. The position peaked at $459K in Q4 2019. 127 funds tracked by Wall St. Rank hold SP as of Q2 2020.

  • Aperio Group reported no remaining SP Plus Corporation position as of Q2 2020 after selling out during the quarter.
  • Aperio Group sold 10,144 SP Plus Corporation shares in Q2 2020, an estimated $210K.
  • Aperio Group first reported a position in SP Plus Corporation in Q4 2018 and held it in 6 quarters.
  • Aperio Group's SP Plus Corporation position peaked at $459K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held SP Plus Corporation as of Q2 2020.

Based on Aperio Group's 13F filing for Q2 2020, filed 13 Aug 2020.