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Aperio Group’s Towne Bank TOWN Stock Holding History

Aperio Group’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$380K Buy
16,195
+1,390
+9% +$28.7K ﹤0.01% 2083
2020
Q3 		$243K Buy
14,805
+4,493
+44% +$79.9K ﹤0.01% 2152
2020
Q2 		$194K Sell
10,312
-5,699
-36% -$106K ﹤0.01% 2185
2020
Q1 		$290K Buy
16,011
+5,605
+54% +$138K ﹤0.01% 1926
2019
Q4 		$289K Buy
10,406
+550
+6% +$15.4K ﹤0.01% 2078
2019
Q3 		$274K Buy
9,856
+1,271
+15% +$34.6K ﹤0.01% 2055
2019
Q2 		$234K Buy
+8,585
New +$227K ﹤0.01% 2117

Other funds holding TOWN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aperio Group's TOWN Position: Q4 2020 in Review

Aperio Group increased its Towne Bank (TOWN) stake by 9.4% in Q4 2020, buying an estimated $28.7K and bringing the position to 16,195 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Aperio Group first reported a position in TOWN in Q2 2019 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold TOWN as of Q4 2020.

  • Aperio Group held 16,195 shares of Towne Bank worth $380K as of Q4 2020.
  • Aperio Group bought 1,390 Towne Bank shares in Q4 2020, an estimated $28.7K.
  • Towne Bank made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2083 holding.
  • Aperio Group first reported a position in Towne Bank in Q2 2019 and has held it in 7 quarters since.
  • 159 funds tracked by Wall St. Rank held Towne Bank as of Q4 2020.

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