Aperio Group’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.67M | Buy |
219,130
+9,796
| +5% | +$122K | 0.01% | 960 |
|
|
2020
Q3 | $1.54M | Sell |
209,334
-23,617
| -10% | -$179K | 0.01% | 1239 |
|
|
2020
Q2 | $1.68M | Buy |
232,951
+29,186
| +14% | +$228K | 0.01% | 1184 |
|
|
2020
Q1 | $1.29M | Buy |
203,765
+37,301
| +22% | +$313K | 0.01% | 1202 |
|
|
2019
Q4 | $1.9M | Buy |
166,464
+9,977
| +6% | +$124K | 0.01% | 1113 |
|
|
2019
Q3 | $1.81M | Sell |
156,487
-44,135
| -22% | -$569K | 0.01% | 1100 |
|
|
2019
Q2 | $3.07M | Buy |
200,622
+83,770
| +72% | +$1.29M | 0.01% | 887 |
|
|
2019
Q1 | $2.28M | Buy |
116,852
+29,796
| +34% | +$634K | 0.01% | 988 |
|
|
2018
Q4 | $1.59M | Buy |
87,056
+18,862
| +28% | +$472K | 0.01% | 1081 |
|
|
2018
Q3 | $2.08M | Buy |
68,194
+3,259
| +5% | +$105K | 0.01% | 1045 |
|
|
2018
Q2 | $2.26M | Sell |
64,935
-122
| -0.2% | -$4.36K | 0.01% | 974 |
|
|
2018
Q1 | $2.29M | Buy |
65,057
+2,083
| +3% | +$82.1K | 0.01% | 937 |
|
|
2017
Q4 | $2.22M | Buy |
62,974
+1,216
| +2% | +$35.4K | 0.01% | 946 |
|
|
2017
Q3 | $1.58M | Buy |
61,758
+671
| +1% | +$16.4K | 0.01% | 1034 |
|
|
2017
Q2 | $1.35M | Buy |
61,087
+19,731
| +48% | +$468K | 0.01% | 1089 |
|
|
2017
Q1 | $1.4M | Sell |
41,356
-7,048
| -15% | -$250K | 0.01% | 1015 |
|
|
2016
Q4 | $1.6M | Sell |
48,404
-1,369
| -3% | -$36.6K | 0.01% | 912 |
|
|
2016
Q3 | $939K | Sell |
49,773
-1,427
| -3% | -$29.5K | 0.01% | 1135 |
|
|
2016
Q2 | $863K | Buy |
51,200
+6,655
| +15% | +$112K | 0.01% | 1141 |
|
|
2016
Q1 | $715K | Sell |
44,545
-3,823
| -8% | -$38.1K | 0.01% | 1200 |
|
|
2015
Q4 | $386K | Buy |
48,368
+23,073
| +91% | +$227K | ﹤0.01% | 1472 |
|
|
2015
Q3 | $264K | Sell |
25,295
-132
| -0.5% | -$2.21K | ﹤0.01% | 1627 |
|
|
2015
Q2 | $524K | Buy |
25,427
+1,524
| +6% | +$37.4K | 0.01% | 1290 |
|
|
2015
Q1 | $583K | Sell |
23,903
-1,299
| -5% | -$30.8K | 0.01% | 1186 |
|
|
2014
Q4 | $674K | Buy |
25,202
+3,552
| +16% | +$118K | 0.01% | 1062 |
|
|
2014
Q3 | $848K | Buy |
21,650
+2,264
| +12% | +$79.3K | 0.01% | 917 |
|
|
2014
Q2 | $505K | Buy |
19,386
+44
| +0.2% | +$1.12K | 0.01% | 1117 |
|
|
2014
Q1 | $534K | Buy |
+19,342
| New | +$507K | 0.01% | 1301 |
|
|
2013
Q4 | – | Sell |
-15,208
| Closed | -$392K | – | 1256 |
|
|
2013
Q3 | $313K | Buy |
15,208
+854
| +6% | +$16.1K | 0.01% | 1396 |
|
|
2013
Q2 | $252K | Buy |
+14,354
| New | +$254K | 0.01% | 1376 |
|
Other funds holding X
Aperio Group's X Position: Q4 2020 in Review
Aperio Group increased its US Steel (X) stake by 4.7% in Q4 2020, buying an estimated $122K and bringing the position to 219,130 shares worth $3.67M. The position accounts for 0.01% of the portfolio, ranked #960.
Aperio Group first reported a position in X in Q2 2013 and has held it in 30 quarters since. 334 funds tracked by Wall St. Rank hold X as of Q4 2020.
- Aperio Group held 219,130 shares of US Steel worth $3.67M as of Q4 2020.
- Aperio Group bought 9,796 US Steel shares in Q4 2020, an estimated $122K.
- US Steel made up 0.01% of Aperio Group's portfolio in Q4 2020, its #960 holding.
- Aperio Group first reported a position in US Steel in Q2 2013 and has held it in 30 quarters since.
- 334 funds tracked by Wall St. Rank held US Steel as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.