AG
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Aperio Group’s TFS Financial TFSL Stock Holding History

Aperio Group’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$5M Buy
283,534
+50,666
+22% +$843K 0.01% 831
2020
Q3 		$3.42M Buy
232,868
+17,301
+8% +$252K 0.01% 886
2020
Q2 		$3.08M Sell
215,567
-109,900
-34% -$1.58M 0.01% 919
2020
Q1 		$4.97M Buy
325,467
+52,202
+19% +$1.02M 0.02% 654
2019
Q4 		$5.38M Buy
273,265
+42,943
+19% +$829K 0.02% 714
2019
Q3 		$4.15M Buy
230,322
+41,081
+22% +$736K 0.02% 768
2019
Q2 		$3.42M Buy
189,241
+21,961
+13% +$375K 0.01% 849
2019
Q1 		$2.75M Buy
167,280
+24,805
+17% +$415K 0.01% 916
2018
Q4 		$2.3M Buy
142,475
+17,454
+14% +$268K 0.01% 927
2018
Q3 		$1.88M Buy
125,021
+14,742
+13% +$230K 0.01% 1092
2018
Q2 		$1.74M Sell
110,279
-3,515
-3% -$54.3K 0.01% 1089
2018
Q1 		$1.67M Buy
113,794
+46,877
+70% +$702K 0.01% 1073
2017
Q4 		$1M Buy
66,917
+11,908
+22% +$183K 0.01% 1302
2017
Q3 		$887K Buy
55,009
+20,874
+61% +$323K 0.01% 1345
2017
Q2 		$528K Sell
34,135
-2,020
-6% -$32.6K ﹤0.01% 1627
2017
Q1 		$601K Sell
36,155
-61,591
-63% -$1.08M ﹤0.01% 1439
2016
Q4 		$1.86M Sell
97,746
-18,028
-16% -$332K 0.01% 844
2016
Q3 		$2.06M Buy
115,774
+10,602
+10% +$191K 0.01% 826
2016
Q2 		$1.81M Buy
105,172
+21,451
+26% +$382K 0.01% 848
2016
Q1 		$1.45M Sell
83,721
-32,288
-28% -$552K 0.01% 893
2015
Q4 		$2.18M Buy
116,009
+40,927
+55% +$750K 0.02% 720
2015
Q3 		$1.29M Buy
75,082
+15,119
+25% +$256K 0.01% 880
2015
Q2 		$1.01M Buy
59,963
+33,812
+129% +$508K 0.01% 963
2015
Q1 		$384K Buy
26,151
+7,317
+39% +$105K ﹤0.01% 1424
2014
Q4 		$280K Buy
18,834
+5,547
+42% +$82K ﹤0.01% 1548
2014
Q3 		$190K Buy
13,287
+1,752
+15% +$24.5K ﹤0.01% 1618
2014
Q2 		$164K Buy
+11,535
New +$155K ﹤0.01% 1646

Other funds holding TFSL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group's TFSL Position: Q4 2020 in Review

Aperio Group increased its TFS Financial (TFSL) stake by 22% in Q4 2020, buying an estimated $843K and bringing the position to 283,534 shares worth $5M. The position accounts for 0.01% of the portfolio, ranked #831.

Aperio Group first reported a position in TFSL in Q2 2014 and has held it in 27 quarters since. The position peaked at $5.38M in Q4 2019. 127 funds tracked by Wall St. Rank hold TFSL as of Q4 2020.

  • Aperio Group held 283,534 shares of TFS Financial worth $5M as of Q4 2020.
  • Aperio Group bought 50,666 TFS Financial shares in Q4 2020, an estimated $843K.
  • TFS Financial made up 0.01% of Aperio Group's portfolio in Q4 2020, its #831 holding.
  • Aperio Group first reported a position in TFS Financial in Q2 2014 and has held it in 27 quarters since.
  • Aperio Group's TFS Financial position peaked at $5.38M in Q4 2019.
  • 127 funds tracked by Wall St. Rank held TFS Financial as of Q4 2020.

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