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Aperio Group’s Thomson Reuters TRI Stock Holding History

Aperio Group’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$30.8M Buy
357,522
+30,266
+9% +$2.59M 0.09% 215
2020
Q3 		$27.5M Buy
327,256
+25,143
+8% +$1.96M 0.09% 211
2020
Q2 		$21.6M Buy
302,113
+34,088
+13% +$2.47M 0.08% 243
2020
Q1 		$19.2M Buy
268,025
+29,262
+12% +$2.28M 0.08% 236
2019
Q4 		$18M Buy
238,763
+44,542
+23% +$3.24M 0.06% 328
2019
Q3 		$13.7M Buy
194,221
+2,571
+1% +$183K 0.05% 385
2019
Q2 		$13M Buy
191,650
+22,935
+14% +$1.52M 0.05% 393
2019
Q1 		$10.5M Buy
168,715
+10,871
+7% +$607K 0.05% 443
2018
Q4 		$8.04M Buy
157,844
+15,224
+11% +$816K 0.04% 472
2018
Q3 		$7.56M Buy
142,620
+12,803
+10% +$641K 0.03% 539
2018
Q2 		$6.07M Buy
129,817
+4,561
+4% +$210K 0.03% 597
2018
Q1 		$5.62M Sell
125,256
-6,292
-5% -$301K 0.03% 612
2017
Q4 		$6.65M Buy
131,548
+13,053
+11% +$683K 0.03% 545
2017
Q3 		$6.31M Buy
118,495
+5,092
+4% +$272K 0.04% 524
2017
Q2 		$6.09M Buy
113,403
+4,321
+4% +$221K 0.04% 520
2017
Q1 		$5.47M Sell
109,082
-18,009
-14% -$920K 0.04% 514
2016
Q4 		$6.46M Sell
127,091
-38,757
-23% -$1.89M 0.05% 422
2016
Q3 		$7.96M Buy
165,848
+83
+0.1% +$4.02K 0.06% 382
2016
Q2 		$7.78M Buy
165,765
+9,479
+6% +$452K 0.06% 361
2016
Q1 		$7.34M Sell
156,286
-13,143
-8% -$565K 0.06% 354
2015
Q4 		$7.44M Buy
169,429
+41,847
+33% +$1.94M 0.07% 326
2015
Q3 		$5.96M Buy
127,582
+39,918
+46% +$1.82M 0.06% 378
2015
Q2 		$3.87M Buy
87,664
+8,292
+10% +$388K 0.04% 496
2015
Q1 		$3.74M Buy
79,372
+9,995
+14% +$459K 0.04% 486
2014
Q4 		$3.25M Buy
69,377
+11,169
+19% +$495K 0.04% 498
2014
Q3 		$2.46M Buy
58,208
+7,435
+15% +$322K 0.03% 557
2014
Q2 		$2.14M Sell
50,773
-5,838
-10% -$239K 0.03% 574
2014
Q1 		$2.25M Buy
+56,611
New +$2.32M 0.03% 667
2013
Q4 		– Sell
-36,931
Closed -$1.58M – 594
2013
Q3 		$1.5M Buy
36,931
+10,699
+41% +$426K 0.03% 681
2013
Q2 		$991K Buy
+26,232
New +$1.01M 0.02% 761

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aperio Group's TRI Position: Q4 2020 in Review

Aperio Group increased its Thomson Reuters (TRI) stake by 9.2% in Q4 2020, buying an estimated $2.59M and bringing the position to 357,522 shares worth $30.8M. The position accounts for 0.09% of the portfolio, ranked #215.

Aperio Group first reported a position in TRI in Q2 2013 and has held it in 30 quarters since. 349 funds tracked by Wall St. Rank hold TRI as of Q4 2020.

  • Aperio Group held 357,522 shares of Thomson Reuters worth $30.8M as of Q4 2020.
  • Aperio Group bought 30,266 Thomson Reuters shares in Q4 2020, an estimated $2.59M.
  • Thomson Reuters made up 0.09% of Aperio Group's portfolio in Q4 2020, its #215 holding.
  • Aperio Group first reported a position in Thomson Reuters in Q2 2013 and has held it in 30 quarters since.
  • 349 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2020.

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