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Aperio Group’s UroGen Pharma URGN Stock Holding History

Aperio Group’s Portfolio URGN Stock Details URGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$566K Buy
31,421
+8,780
+39% +$184K ﹤0.01% 1904
2020
Q3 		$437K Buy
22,641
+6,066
+37% +$137K ﹤0.01% 1882
2020
Q2 		$433K Buy
+16,575
New +$405K ﹤0.01% 1830
2019
Q3 		– Sell
-91
Closed -$3K – 2741
2019
Q2 		$3K Buy
+91
New +$3.35K ﹤0.01% 2898

Other funds holding URGN

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return

Aperio Group's URGN Position: Q4 2020 in Review

Aperio Group increased its UroGen Pharma (URGN) stake by 39% in Q4 2020, buying an estimated $184K and bringing the position to 31,421 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Aperio Group first reported a position in URGN in Q2 2019 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold URGN as of Q4 2020.

  • Aperio Group held 31,421 shares of UroGen Pharma worth $566K as of Q4 2020.
  • Aperio Group bought 8,780 UroGen Pharma shares in Q4 2020, an estimated $184K.
  • UroGen Pharma made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1904 holding.
  • Aperio Group first reported a position in UroGen Pharma in Q2 2019 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held UroGen Pharma as of Q4 2020.

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