AG
WBK

Aperio Group’s Westpac Banking Corporation WBK Stock Holding History

Aperio Group’s Portfolio WBK Stock Details WBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$4.05M Sell
272,064
-40,620
-13% -$567K 0.01% 915
2020
Q3 		$3.77M Sell
312,684
-27,848
-8% -$346K 0.01% 835
2020
Q2 		$4.26M Sell
340,532
-51,570
-13% -$565K 0.02% 781
2020
Q1 		$4.02M Sell
392,102
-675,748
-63% -$10M 0.02% 744
2019
Q4 		$18.1M Sell
1,067,850
-803,764
-43% -$14.5M 0.07% 326
2019
Q3 		$37.4M Buy
1,871,614
+202,299
+12% +$3.96M 0.15% 152
2019
Q2 		$33.3M Buy
1,669,315
+249,663
+18% +$4.78M 0.14% 165
2019
Q1 		$26.3M Buy
1,419,652
+218,254
+18% +$4.07M 0.11% 202
2018
Q4 		$21M Buy
1,201,398
+180,318
+18% +$3.35M 0.11% 222
2018
Q3 		$20.4M Sell
1,021,080
-248,984
-20% -$5.26M 0.09% 252
2018
Q2 		$27.5M Sell
1,270,064
-176,105
-12% -$3.82M 0.13% 172
2018
Q1 		$32.1M Buy
1,446,169
+157,306
+12% +$3.77M 0.16% 147
2017
Q4 		$31.4M Buy
1,288,863
+23,680
+2% +$586K 0.16% 143
2017
Q3 		$31.9M Buy
1,265,183
+104,248
+9% +$2.62M 0.18% 124
2017
Q2 		$27.2M Buy
1,160,935
+123,092
+12% +$2.99M 0.17% 138
2017
Q1 		$27.7M Buy
1,037,843
+82,728
+9% +$2.1M 0.19% 119
2016
Q4 		$22.4M Sell
955,115
-146,266
-13% -$3.42M 0.17% 131
2016
Q3 		$25M Buy
1,101,381
+44,732
+4% +$1.02M 0.18% 125
2016
Q2 		$23.3M Sell
1,056,649
-64,388
-6% -$1.44M 0.18% 128
2016
Q1 		$26.1M Sell
1,121,037
-157,889
-12% -$3.51M 0.22% 107
2015
Q4 		$31M Buy
1,278,926
+219,672
+21% +$4.99M 0.28% 72
2015
Q3 		$22.3M Buy
1,059,254
+326,153
+44% +$7.62M 0.23% 104
2015
Q2 		$18.1M Sell
733,101
-118,438
-14% -$3.22M 0.19% 125
2015
Q1 		$25.5M Buy
851,539
+225,285
+36% +$6.46M 0.29% 77
2014
Q4 		$16.8M Sell
626,254
-177,283
-22% -$5.01M 0.21% 111
2014
Q3 		$22.6M Buy
803,537
+34,906
+5% +$1.1M 0.31% 66
2014
Q2 		$24.7M Buy
768,631
+71,729
+10% +$2.32M 0.36% 53
2014
Q1 		$22.3M Buy
+696,902
New +$20.4M 0.31% 54
2013
Q4 		– Sell
-537,572
Closed -$16.4M – 70
2013
Q3 		$16.5M Buy
537,572
+47,532
+10% +$1.35M 0.32% 54
2013
Q2 		$12.9M Buy
+490,040
New +$14.9M 0.31% 56

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aperio Group's WBK Position: Q4 2020 in Review

Aperio Group reduced its Westpac Banking Corporation (WBK) stake by 13% in Q4 2020, selling an estimated $567K and leaving 272,064 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #915.

Aperio Group first reported a position in WBK in Q2 2013 and has held it in 30 quarters since. The position peaked at $37.4M in Q3 2019. 119 funds tracked by Wall St. Rank hold WBK as of Q4 2020.

  • Aperio Group held 272,064 shares of Westpac Banking Corporation worth $4.05M as of Q4 2020.
  • Aperio Group sold 40,620 Westpac Banking Corporation shares in Q4 2020, an estimated $567K.
  • Westpac Banking Corporation made up 0.01% of Aperio Group's portfolio in Q4 2020, its #915 holding.
  • Aperio Group first reported a position in Westpac Banking Corporation in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Westpac Banking Corporation position peaked at $37.4M in Q3 2019.
  • 119 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2020.

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