AG
WLH

Aperio Group’s WILLIAM LYON HOMES WLH Stock Holding History

Aperio Group’s Portfolio WLH Stock Details WLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-50,706
Closed -$1.01M – 2460
2019
Q4 		$1.01M Sell
50,706
-1,149
-2% -$23.5K ﹤0.01% 1429
2019
Q3 		$1.06M Sell
51,855
-1,169
-2% -$21.9K ﹤0.01% 1367
2019
Q2 		$967K Buy
53,024
+6,199
+13% +$112K ﹤0.01% 1419
2019
Q1 		$720K Buy
46,825
+1,550
+3% +$21.4K ﹤0.01% 1539
2018
Q4 		$484K Buy
45,275
+29,946
+195% +$383K ﹤0.01% 1696
2018
Q3 		$244K Buy
15,329
+5,231
+52% +$109K ﹤0.01% 2108
2018
Q2 		$234K Buy
10,098
+61
+0.6% +$1.57K ﹤0.01% 2111
2018
Q1 		$276K Buy
10,037
+622
+7% +$17.3K ﹤0.01% 1989
2017
Q4 		$274K Buy
9,415
+29
+0.3% +$785 ﹤0.01% 1994
2017
Q3 		$216K Buy
+9,386
New +$218K ﹤0.01% 2092

Other funds holding WLH

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Aperio Group's WLH Position: Q1 2020 in Review

Aperio Group sold out of WILLIAM LYON HOMES (WLH) in Q1 2020, closing a stake of 50,706 shares — an estimated $1.01M sold.

Aperio Group first reported a position in WLH in Q3 2017 and held it in 10 quarters. The position peaked at $1.06M in Q3 2019. 1 fund tracked by Wall St. Rank holds WLH as of Q1 2020.

  • Aperio Group reported no remaining WILLIAM LYON HOMES position as of Q1 2020 after selling out during the quarter.
  • Aperio Group sold 50,706 WILLIAM LYON HOMES shares in Q1 2020, an estimated $1.01M.
  • Aperio Group first reported a position in WILLIAM LYON HOMES in Q3 2017 and held it in 10 quarters.
  • Aperio Group's WILLIAM LYON HOMES position peaked at $1.06M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2020.

Based on Aperio Group's 13F filing for Q1 2020, filed 5 May 2020.