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Aperio Group’s World Kinect Corp WKC Stock Holding History

Aperio Group’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.35M Sell
43,498
-6,869
-14% -$183K ﹤0.01% 1430
2020
Q3 		$1.07M Sell
50,367
-36,292
-42% -$888K ﹤0.01% 1421
2020
Q2 		$2.23M Sell
86,659
-50,441
-37% -$1.24M 0.01% 1061
2020
Q1 		$3.45M Buy
137,100
+86,623
+172% +$2.95M 0.02% 794
2019
Q4 		$2.19M Buy
50,477
+7,716
+18% +$323K 0.01% 1047
2019
Q3 		$1.71M Buy
42,761
+17,383
+68% +$661K 0.01% 1124
2019
Q2 		$913K Buy
25,378
+13,359
+111% +$419K ﹤0.01% 1449
2019
Q1 		$347K Sell
12,019
-2,882
-19% -$75.7K ﹤0.01% 1937
2018
Q4 		$319K Sell
14,901
-13,637
-48% -$359K ﹤0.01% 1915
2018
Q3 		$790K Buy
28,538
+2,060
+8% +$52.9K ﹤0.01% 1536
2018
Q2 		$540K Sell
26,478
-26,863
-50% -$622K ﹤0.01% 1709
2018
Q1 		$1.31M Sell
53,341
-19,727
-27% -$507K 0.01% 1178
2017
Q4 		$2.06M Buy
73,068
+8,245
+13% +$249K 0.01% 974
2017
Q3 		$2.2M Sell
64,823
-30,292
-32% -$1.08M 0.01% 907
2017
Q2 		$3.66M Buy
95,115
+13,058
+16% +$477K 0.02% 696
2017
Q1 		$2.98M Buy
82,057
+26,625
+48% +$1.08M 0.02% 732
2016
Q4 		$2.54M Sell
55,432
-7,361
-12% -$328K 0.02% 736
2016
Q3 		$2.9M Sell
62,793
-1,936
-3% -$89.3K 0.02% 711
2016
Q2 		$3.07M Buy
64,729
+37,897
+141% +$1.76M 0.02% 665
2016
Q1 		$1.3M Buy
26,832
+6,899
+35% +$296K 0.01% 934
2015
Q4 		$767K Sell
19,933
-3,845
-16% -$157K 0.01% 1129
2015
Q3 		$851K Buy
23,778
+2,216
+10% +$92.2K 0.01% 1046
2015
Q2 		$1.03M Buy
21,562
+2,106
+11% +$110K 0.01% 950
2015
Q1 		$1.12M Buy
19,456
+5,597
+40% +$291K 0.01% 901
2014
Q4 		$650K Buy
13,859
+2,510
+22% +$109K 0.01% 1088
2014
Q3 		$453K Sell
11,349
-187
-2% -$8.37K 0.01% 1193
2014
Q2 		$568K Buy
11,536
+1,801
+19% +$82.3K 0.01% 1071
2014
Q1 		$429K Buy
+9,735
New +$430K 0.01% 1404
2013
Q4 		– Sell
-9,289
Closed -$366K – 1386
2013
Q3 		$347K Sell
9,289
-424
-4% -$16.3K 0.01% 1335
2013
Q2 		$388K Buy
+9,713
New +$387K 0.01% 1148

Other funds holding WKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Aperio Group's WKC Position: Q4 2020 in Review

Aperio Group reduced its World Kinect Corp (WKC) stake by 14% in Q4 2020, selling an estimated $183K and leaving 43,498 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Aperio Group first reported a position in WKC in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.66M in Q2 2017. 236 funds tracked by Wall St. Rank hold WKC as of Q4 2020.

  • Aperio Group held 43,498 shares of World Kinect Corp worth $1.35M as of Q4 2020.
  • Aperio Group sold 6,869 World Kinect Corp shares in Q4 2020, an estimated $183K.
  • World Kinect Corp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1430 holding.
  • Aperio Group first reported a position in World Kinect Corp in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's World Kinect Corp position peaked at $3.66M in Q2 2017.
  • 236 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2020.

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