AG
TSC

Aperio Group’s TriState Capital Holdings, Inc. TSC Stock Holding History

Aperio Group’s Portfolio TSC Stock Details TSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$175K Buy
+10,034
New +$151K ﹤0.01% 2327
2019
Q3 		– Sell
-1,194
Closed -$25K – 2903
2019
Q2 		$25K Buy
+1,194
New +$26.2K ﹤0.01% 2660

Other funds holding TSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Aperio Group's TSC Position: Q4 2020 in Review

Aperio Group opened a new position in TriState Capital Holdings, Inc. (TSC) in Q4 2020: 10,034 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #2327 among its holdings. This is a return to the name: Aperio Group previously reported a position in TSC as recently as Q2 2019.

Aperio Group first reported a position in TSC in Q2 2019 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold TSC as of Q4 2020.

  • Aperio Group held 10,034 shares of TriState Capital Holdings, Inc. worth $175K as of Q4 2020.
  • TriState Capital Holdings, Inc. was a new Aperio Group position in Q4 2020.
  • TriState Capital Holdings, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2327 holding.
  • Aperio Group first reported a position in TriState Capital Holdings, Inc. in Q2 2019 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q4 2020.

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