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Aperio Group’s World Acceptance Corp WRLD Stock Holding History

Aperio Group’s Portfolio WRLD Stock Details WRLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$443K Sell
4,330
-31
-0.7% -$3.28K ﹤0.01% 2018
2020
Q3 		$460K Buy
4,361
+27
+0.6% +$2.24K ﹤0.01% 1854
2020
Q2 		$284K Sell
4,334
-585
-12% -$36.6K ﹤0.01% 2050
2020
Q1 		$269K Buy
4,919
+418
+9% +$32.4K ﹤0.01% 1972
2019
Q4 		$389K Sell
4,501
-252
-5% -$26K ﹤0.01% 1943
2019
Q3 		$606K Sell
4,753
-1,221
-20% -$173K ﹤0.01% 1650
2019
Q2 		$980K Buy
5,974
+10
+0.2% +$1.37K ﹤0.01% 1411
2019
Q1 		$699K Sell
5,964
-74
-1% -$8.38K ﹤0.01% 1553
2018
Q4 		$617K Sell
6,038
-43
-0.7% -$4.42K ﹤0.01% 1568
2018
Q3 		$695K Sell
6,081
-760
-11% -$87.2K ﹤0.01% 1604
2018
Q2 		$759K Sell
6,841
-214
-3% -$23.4K ﹤0.01% 1529
2018
Q1 		$743K Sell
7,055
-667
-9% -$68.7K ﹤0.01% 1486
2017
Q4 		$623K Buy
7,722
+14
+0.2% +$1.13K ﹤0.01% 1602
2017
Q3 		$639K Sell
7,708
-1
-0% -$77 ﹤0.01% 1545
2017
Q2 		$577K Buy
7,709
+233
+3% +$16K ﹤0.01% 1564
2017
Q1 		$387K Buy
7,476
+793
+12% +$42.6K ﹤0.01% 1695
2016
Q4 		$430K Buy
6,683
+2,418
+57% +$135K ﹤0.01% 1605
2016
Q3 		$209K Buy
+4,265
New +$204K ﹤0.01% 1916
2015
Q2 		– Sell
-3,122
Closed -$228K – 2037
2015
Q1 		$228K Buy
+3,122
New +$252K ﹤0.01% 1746

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KC
Kize Capital New York $79.6M AUM 10.44% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Aperio Group's WRLD Position: Q4 2020 in Review

Aperio Group reduced its World Acceptance Corp (WRLD) stake by 0.71% in Q4 2020, selling an estimated $3.28K and leaving 4,330 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Aperio Group first reported a position in WRLD in Q1 2015 and has held it in 19 quarters since. The position peaked at $980K in Q2 2019. 115 funds tracked by Wall St. Rank hold WRLD as of Q4 2020.

  • Aperio Group held 4,330 shares of World Acceptance Corp worth $443K as of Q4 2020.
  • Aperio Group sold 31 World Acceptance Corp shares in Q4 2020, an estimated $3.28K.
  • World Acceptance Corp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2018 holding.
  • Aperio Group first reported a position in World Acceptance Corp in Q1 2015 and has held it in 19 quarters since.
  • Aperio Group's World Acceptance Corp position peaked at $980K in Q2 2019.
  • 115 funds tracked by Wall St. Rank held World Acceptance Corp as of Q4 2020.

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