AG
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Aperio Group’s Washington Trust Bancorp WASH Stock Holding History

Aperio Group’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$447K Buy
9,985
+690
+7% +$26.6K ﹤0.01% 2014
2020
Q3 		$285K Sell
9,295
-1,139
-11% -$37.5K ﹤0.01% 2085
2020
Q2 		$342K Sell
10,434
-1,876
-15% -$61.3K ﹤0.01% 1966
2020
Q1 		$450K Buy
12,310
+5,620
+84% +$254K ﹤0.01% 1709
2019
Q4 		$360K Buy
6,690
+1,258
+23% +$64.7K ﹤0.01% 1981
2019
Q3 		$262K Buy
5,432
+637
+13% +$31.1K ﹤0.01% 2071
2019
Q2 		$250K Buy
4,795
+432
+10% +$22K ﹤0.01% 2090
2019
Q1 		$210K Sell
4,363
-274
-6% -$14.1K ﹤0.01% 2139
2018
Q4 		$220K Sell
4,637
-92
-2% -$4.73K ﹤0.01% 2091
2018
Q3 		$262K Buy
4,729
+616
+15% +$36.2K ﹤0.01% 2077
2018
Q2 		$239K Sell
4,113
-840
-17% -$48.9K ﹤0.01% 2097
2018
Q1 		$266K Buy
4,953
+816
+20% +$44.2K ﹤0.01% 2014
2017
Q4 		$220K Buy
4,137
+158
+4% +$8.76K ﹤0.01% 2109
2017
Q3 		$228K Buy
+3,979
New +$207K ﹤0.01% 2064

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Aperio Group's WASH Position: Q4 2020 in Review

Aperio Group increased its Washington Trust Bancorp (WASH) stake by 7.4% in Q4 2020, buying an estimated $26.6K and bringing the position to 9,985 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Aperio Group first reported a position in WASH in Q3 2017 and has held it in 14 quarters since. The position peaked at $450K in Q1 2020. 138 funds tracked by Wall St. Rank hold WASH as of Q4 2020.

  • Aperio Group held 9,985 shares of Washington Trust Bancorp worth $447K as of Q4 2020.
  • Aperio Group bought 690 Washington Trust Bancorp shares in Q4 2020, an estimated $26.6K.
  • Washington Trust Bancorp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2014 holding.
  • Aperio Group first reported a position in Washington Trust Bancorp in Q3 2017 and has held it in 14 quarters since.
  • Aperio Group's Washington Trust Bancorp position peaked at $450K in Q1 2020.
  • 138 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2020.

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