AG
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Aperio Group’s Advanced Drainage Systems WMS Stock Holding History

Aperio Group’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.42M Sell
17,019
-1,042
-6% -$73.8K ﹤0.01% 1399
2020
Q3 		$1.13M Buy
18,061
+1,855
+11% +$100K ﹤0.01% 1381
2020
Q2 		$801K Sell
16,206
-5,786
-26% -$238K ﹤0.01% 1520
2020
Q1 		$647K Buy
21,992
+209
+1% +$8.44K ﹤0.01% 1510
2019
Q4 		$846K Sell
21,783
-2,360
-10% -$87.3K ﹤0.01% 1514
2019
Q3 		$779K Buy
24,143
+4,533
+23% +$147K ﹤0.01% 1529
2019
Q2 		$643K Buy
19,610
+10,523
+116% +$303K ﹤0.01% 1641
2019
Q1 		$234K Sell
9,087
-2,964
-25% -$75K ﹤0.01% 2101
2018
Q4 		$292K Buy
12,051
+4,694
+64% +$126K ﹤0.01% 1961
2018
Q3 		$227K Buy
+7,357
New +$223K ﹤0.01% 2143

Other funds holding WMS

BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Aperio Group's WMS Position: Q4 2020 in Review

Aperio Group reduced its Advanced Drainage Systems (WMS) stake by 5.8% in Q4 2020, selling an estimated $73.8K and leaving 17,019 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Aperio Group first reported a position in WMS in Q3 2018 and has held it in 10 quarters since. 232 funds tracked by Wall St. Rank hold WMS as of Q4 2020.

  • Aperio Group held 17,019 shares of Advanced Drainage Systems worth $1.42M as of Q4 2020.
  • Aperio Group sold 1,042 Advanced Drainage Systems shares in Q4 2020, an estimated $73.8K.
  • Advanced Drainage Systems made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1399 holding.
  • Aperio Group first reported a position in Advanced Drainage Systems in Q3 2018 and has held it in 10 quarters since.
  • 232 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2020.

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