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Aperio Group’s Woori Financial WF Stock Holding History

Aperio Group’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$33.6M Sell
1,226,061
-5,931
-0.5% -$152K 0.1% 198
2020
Q3 		$27.2M Buy
1,231,992
+139,686
+13% +$3.06M 0.09% 215
2020
Q2 		$24.2M Buy
1,092,306
+331,315
+44% +$6.95M 0.09% 219
2020
Q1 		$14.3M Buy
760,991
+382,369
+101% +$9.25M 0.06% 300
2019
Q4 		$11.5M Buy
378,622
+32,298
+9% +$989K 0.04% 461
2019
Q3 		$10.8M Buy
346,324
+50,199
+17% +$1.6M 0.04% 447
2019
Q2 		$10.9M Buy
296,125
+98,076
+50% +$3.55M 0.04% 443
2019
Q1 		$7.12M Sell
198,049
-5,907
-3% -$230K 0.03% 568
2018
Q4 		$8.59M Buy
203,956
+29,182
+17% +$1.25M 0.04% 456
2018
Q3 		$7.92M Buy
174,774
+37,120
+27% +$1.64M 0.03% 522
2018
Q2 		$6.05M Buy
137,654
+28,087
+26% +$1.22M 0.03% 600
2018
Q1 		$4.53M Buy
109,567
+43,125
+65% +$1.96M 0.02% 692
2017
Q4 		$2.97M Buy
66,442
+54,937
+478% +$2.46M 0.02% 843
2017
Q3 		$536K Sell
11,505
-1,720
-13% -$83.9K ﹤0.01% 1627
2017
Q2 		$644K Sell
13,225
-2,447
-16% -$102K ﹤0.01% 1499
2017
Q1 		$551K Buy
15,672
+2,401
+18% +$83.8K ﹤0.01% 1489
2016
Q4 		$425K Sell
13,271
-197
-1% -$6.36K ﹤0.01% 1613
2016
Q3 		$424K Hold
13,468
– – ﹤0.01% 1547
2016
Q2 		$335K Sell
13,468
-520
-4% -$13.5K ﹤0.01% 1611
2016
Q1 		$349K Sell
13,988
-470
-3% -$10.5K ﹤0.01% 1568
2015
Q4 		$327K Sell
14,458
-1,208
-8% -$29.9K ﹤0.01% 1562
2015
Q3 		$370K Sell
15,666
-3,503
-18% -$83.1K ﹤0.01% 1456
2015
Q2 		$505K Sell
19,169
-3,527
-16% -$99.4K 0.01% 1313
2015
Q1 		$581K Sell
22,696
-7,978
-26% -$203K 0.01% 1190
2014
Q4 		$836K Sell
30,674
-12,252
-29% -$390K 0.01% 974
2014
Q3 		$1.59M Sell
42,926
-8,906
-17% -$347K 0.02% 676
2014
Q2 		$1.82M Sell
51,832
-12,588
-20% -$487K 0.03% 618
2014
Q1 		$2.66M Buy
+64,420
New +$2.62M 0.04% 606
2013
Q4 		– Sell
-56,287
Closed -$2.38M – 549
2013
Q3 		$2.31M Buy
56,287
+11,239
+25% +$416K 0.04% 529
2013
Q2 		$1.49M Buy
+45,048
New +$1.64M 0.04% 608

Other funds holding WF

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aperio Group's WF Position: Q4 2020 in Review

Aperio Group reduced its Woori Financial (WF) stake by 0.48% in Q4 2020, selling an estimated $152K and leaving 1,226,061 shares worth $33.6M. The position accounts for 0.1% of the portfolio, ranked #198.

Aperio Group first reported a position in WF in Q2 2013 and has held it in 30 quarters since. 51 funds tracked by Wall St. Rank hold WF as of Q4 2020.

  • Aperio Group held 1,226,061 shares of Woori Financial worth $33.6M as of Q4 2020.
  • Aperio Group sold 5,931 Woori Financial shares in Q4 2020, an estimated $152K.
  • Woori Financial made up 0.1% of Aperio Group's portfolio in Q4 2020, its #198 holding.
  • Aperio Group first reported a position in Woori Financial in Q2 2013 and has held it in 30 quarters since.
  • 51 funds tracked by Wall St. Rank held Woori Financial as of Q4 2020.

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