Aperio Group’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.03M | Buy |
62,859
+7,337
| +13% | +$447K | 0.01% | 923 |
|
|
2020
Q3 | $2.95M | Buy |
55,522
+22,787
| +70% | +$1.36M | 0.01% | 934 |
|
|
2020
Q2 | $2.15M | Sell |
32,735
-19,624
| -37% | -$1.4M | 0.01% | 1076 |
|
|
2020
Q1 | $3.9M | Buy |
52,359
+3,680
| +8% | +$295K | 0.02% | 755 |
|
|
2019
Q4 | $4.05M | Sell |
48,679
-387
| -0.8% | -$31.7K | 0.01% | 818 |
|
|
2019
Q3 | $4.28M | Buy |
49,066
+426
| +0.9% | +$35.9K | 0.02% | 754 |
|
|
2019
Q2 | $4.08M | Sell |
48,640
-1,204
| -2% | -$101K | 0.02% | 783 |
|
|
2019
Q1 | $4.1M | Buy |
49,844
+3,569
| +8% | +$278K | 0.02% | 757 |
|
|
2018
Q4 | $3.43M | Buy |
46,275
+4,236
| +10% | +$320K | 0.02% | 781 |
|
|
2018
Q3 | $3.09M | Buy |
42,039
+2,104
| +5% | +$156K | 0.01% | 848 |
|
|
2018
Q2 | $2.82M | Buy |
39,935
+3,413
| +9% | +$241K | 0.01% | 864 |
|
|
2018
Q1 | $2.64M | Buy |
36,522
+2,187
| +6% | +$149K | 0.01% | 882 |
|
|
2017
Q4 | $2.58M | Buy |
34,335
+541
| +2% | +$42K | 0.01% | 898 |
|
|
2017
Q3 | $2.52M | Buy |
33,794
+420
| +1% | +$31.2K | 0.01% | 851 |
|
|
2017
Q2 | $2.33M | Buy |
33,374
+2,160
| +7% | +$151K | 0.01% | 854 |
|
|
2017
Q1 | $2.11M | Buy |
31,214
+1,838
| +6% | +$120K | 0.01% | 849 |
|
|
2016
Q4 | $1.9M | Sell |
29,376
-275
| -0.9% | -$17.3K | 0.01% | 837 |
|
|
2016
Q3 | $1.89M | Buy |
29,651
+2,105
| +8% | +$141K | 0.01% | 854 |
|
|
2016
Q2 | $1.95M | Buy |
27,546
+481
| +2% | +$31.6K | 0.02% | 816 |
|
|
2016
Q1 | $1.83M | Buy |
27,065
+871
| +3% | +$55.5K | 0.02% | 810 |
|
|
2015
Q4 | $1.56M | Sell |
26,194
-951
| -4% | -$54.8K | 0.01% | 838 |
|
|
2015
Q3 | $1.48M | Buy |
27,145
+1,238
| +5% | +$65.9K | 0.02% | 828 |
|
|
2015
Q2 | $1.35M | Buy |
25,907
+6,957
| +37% | +$363K | 0.01% | 854 |
|
|
2015
Q1 | $971K | Sell |
18,950
-12,216
| -39% | -$641K | 0.01% | 951 |
|
|
2014
Q4 | $1.66M | Buy |
31,166
+22,130
| +245% | +$1.11M | 0.02% | 708 |
|
|
2014
Q3 | $419K | Buy |
9,036
+1,085
| +14% | +$52.1K | 0.01% | 1222 |
|
|
2014
Q2 | $386K | Sell |
7,951
-11
| -0.1% | -$514 | 0.01% | 1259 |
|
|
2014
Q1 | $375K | Buy |
+7,962
| New | +$362K | 0.01% | 1476 |
|
|
2013
Q4 | – | Sell |
-9,317
| Closed | -$429K | – | 1322 |
|
|
2013
Q3 | $419K | Buy |
9,317
+2,997
| +47% | +$135K | 0.01% | 1219 |
|
|
2013
Q2 | $289K | Buy |
+6,320
| New | +$288K | 0.01% | 1295 |
|
Other funds holding SR
DPIM
Aperio Group's SR Position: Q4 2020 in Review
Aperio Group increased its Spire (SR) stake by 13% in Q4 2020, buying an estimated $447K and bringing the position to 62,859 shares worth $4.03M. The position accounts for 0.01% of the portfolio, ranked #923.
Aperio Group first reported a position in SR in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.28M in Q3 2019. 273 funds tracked by Wall St. Rank hold SR as of Q4 2020.
- Aperio Group held 62,859 shares of Spire worth $4.03M as of Q4 2020.
- Aperio Group bought 7,337 Spire shares in Q4 2020, an estimated $447K.
- Spire made up 0.01% of Aperio Group's portfolio in Q4 2020, its #923 holding.
- Aperio Group first reported a position in Spire in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Spire position peaked at $4.28M in Q3 2019.
- 273 funds tracked by Wall St. Rank held Spire as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.