Aperio Group’s Zepp Health ZEPP Stock Holding History

Aperio Group’s Portfolio ZEPP Stock Details ZEPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-6,600	Closed	-$339K	–	2448
2020 Q3	$339K	Buy	6,600 +2,319	+54%	+$127K	﹤0.01%	2015
2020 Q2	$212K	Buy	4,281 +343	+9%	+$15.8K	﹤0.01%	2159
2020 Q1	$207K	Buy	+3,938	New	+$213K	﹤0.01%	2087

Other funds holding ZEPP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aperio Group's ZEPP Position: Q4 2020 in Review

Aperio Group sold out of Zepp Health (ZEPP) in Q4 2020, closing a stake of 6,600 shares — an estimated $339K sold.

Aperio Group first reported a position in ZEPP in Q1 2020 and held it in 3 quarters. The position peaked at $339K in Q3 2020. 56 funds tracked by Wall St. Rank hold ZEPP as of Q4 2020.

Aperio Group reported no remaining Zepp Health position as of Q4 2020 after selling out during the quarter.
Aperio Group sold 6,600 Zepp Health shares in Q4 2020, an estimated $339K.
Aperio Group first reported a position in Zepp Health in Q1 2020 and held it in 3 quarters.
Aperio Group's Zepp Health position peaked at $339K in Q3 2020.
56 funds tracked by Wall St. Rank held Zepp Health as of Q4 2020.

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