AG
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Aperio Group’s Telephone and Data Systems TDS Stock Holding History

Aperio Group’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$5.39M Sell
290,031
-96,040
-25% -$1.77M 0.02% 799
2020
Q3 		$7.12M Buy
386,071
+59,692
+18% +$1.26M 0.02% 601
2020
Q2 		$6.49M Buy
326,379
+183,334
+128% +$3.5M 0.02% 626
2020
Q1 		$2.4M Buy
143,045
+109,051
+321% +$2.37M 0.01% 948
2019
Q4 		$864K Sell
33,994
-32,777
-49% -$804K ﹤0.01% 1505
2019
Q3 		$1.72M Sell
66,771
-17,280
-21% -$482K 0.01% 1119
2019
Q2 		$2.56M Sell
84,051
-43,512
-34% -$1.36M 0.01% 955
2019
Q1 		$3.92M Buy
127,563
+42,824
+51% +$1.46M 0.02% 779
2018
Q4 		$2.76M Buy
84,739
+48,408
+133% +$1.61M 0.01% 858
2018
Q3 		$1.11M Sell
36,331
-25,078
-41% -$716K ﹤0.01% 1354
2018
Q2 		$1.68M Buy
61,409
+23,502
+62% +$637K 0.01% 1103
2018
Q1 		$1.06M Sell
37,907
-20,265
-35% -$550K 0.01% 1276
2017
Q4 		$1.62M Sell
58,172
-6,383
-10% -$175K 0.01% 1076
2017
Q3 		$1.8M Buy
64,555
+11,003
+21% +$311K 0.01% 975
2017
Q2 		$1.49M Buy
53,552
+7,605
+17% +$209K 0.01% 1036
2017
Q1 		$1.22M Buy
45,947
+19,344
+73% +$554K 0.01% 1079
2016
Q4 		$768K Buy
26,603
+8,979
+51% +$245K 0.01% 1263
2016
Q3 		$479K Buy
17,624
+3,739
+27% +$109K ﹤0.01% 1475
2016
Q2 		$412K Buy
13,885
+1,040
+8% +$29.9K ﹤0.01% 1497
2016
Q1 		$387K Sell
12,845
-21,415
-63% -$540K ﹤0.01% 1500
2015
Q4 		$887K Buy
34,260
+644
+2% +$17.6K 0.01% 1066
2015
Q3 		$839K Buy
33,616
+3,508
+12% +$98.5K 0.01% 1052
2015
Q2 		$885K Buy
30,108
+6,014
+25% +$173K 0.01% 1028
2015
Q1 		$600K Buy
24,094
+5,661
+31% +$141K 0.01% 1178
2014
Q4 		$465K Buy
18,433
+3,195
+21% +$78.7K 0.01% 1263
2014
Q3 		$365K Buy
15,238
+962
+7% +$24.4K ﹤0.01% 1289
2014
Q2 		$373K Sell
14,276
-524
-4% -$13.9K 0.01% 1271
2014
Q1 		$388K Buy
+14,800
New +$377K 0.01% 1458
2013
Q4 		– Sell
-7,778
Closed -$220K – 1711
2013
Q3 		$230K Buy
+7,778
New +$214K ﹤0.01% 1571

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Aperio Group's TDS Position: Q4 2020 in Review

Aperio Group reduced its Telephone and Data Systems (TDS) stake by 25% in Q4 2020, selling an estimated $1.77M and leaving 290,031 shares worth $5.39M. The position accounts for 0.02% of the portfolio, ranked #799.

Aperio Group first reported a position in TDS in Q3 2013 and has held it in 29 quarters since. The position peaked at $7.12M in Q3 2020. 241 funds tracked by Wall St. Rank hold TDS as of Q4 2020.

  • Aperio Group held 290,031 shares of Telephone and Data Systems worth $5.39M as of Q4 2020.
  • Aperio Group sold 96,040 Telephone and Data Systems shares in Q4 2020, an estimated $1.77M.
  • Telephone and Data Systems made up 0.02% of Aperio Group's portfolio in Q4 2020, its #799 holding.
  • Aperio Group first reported a position in Telephone and Data Systems in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's Telephone and Data Systems position peaked at $7.12M in Q3 2020.
  • 241 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2020.

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