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Aperio Group’s United States Lime & Minerals USLM Stock Holding History

Aperio Group’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,035
Closed -$81K – 2742
2019
Q2 		$81K Buy
+5,035
New +$81.4K ﹤0.01% 2441
2018
Q1 		– Sell
-16,735
Closed -$258K – 2268
2017
Q4 		$258K Buy
+16,735
New +$288K ﹤0.01% 2029

Other funds holding USLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's USLM Position: Q3 2019 in Review

Aperio Group sold out of United States Lime & Minerals (USLM) in Q3 2019, closing a stake of 5,035 shares — an estimated $81K sold.

Aperio Group first reported a position in USLM in Q4 2017 and held it in 2 quarters. The position peaked at $258K in Q4 2017. 52 funds tracked by Wall St. Rank hold USLM as of Q3 2019.

  • Aperio Group reported no remaining United States Lime & Minerals position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 5,035 United States Lime & Minerals shares in Q3 2019, an estimated $81K.
  • Aperio Group first reported a position in United States Lime & Minerals in Q4 2017 and held it in 2 quarters.
  • Aperio Group's United States Lime & Minerals position peaked at $258K in Q4 2017.
  • 52 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.