BIM
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Bogle Investment Management’s Piper Sandler PIPR Stock Holding History

Bogle Investment Management’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,144
Closed -$256K – 81
2020
Q4 		$256K Buy
+10,144
New +$230K 0.41% 121
2018
Q2 		– Sell
-173,748
Closed -$3.61M – 333
2018
Q1 		$3.61M Buy
173,748
+23,020
+15% +$509K 0.27% 108
2017
Q4 		$3.25M Buy
150,728
+60,052
+66% +$1.08M 0.24% 120
2017
Q3 		$1.34M Buy
90,676
+8,276
+10% +$122K 0.09% 190
2017
Q2 		$1.23M Buy
82,400
+68,896
+510% +$1.04M 0.09% 183
2017
Q1 		$215K Buy
+13,504
New +$239K 0.02% 286
2016
Q2 		– Sell
-288,832
Closed -$3.58M – 451
2016
Q1 		$3.58M Buy
288,832
+114,668
+66% +$1.16M 0.24% 128
2015
Q4 		$1.76M Sell
174,164
-49,936
-22% -$479K 0.13% 209
2015
Q3 		$2.03M Buy
224,100
+194,308
+652% +$2M 0.14% 174
2015
Q2 		$325K Sell
29,792
-188,320
-86% -$2.35M 0.02% 322
2015
Q1 		$2.86M Sell
218,112
-94,308
-30% -$1.28M 0.2% 140
2014
Q4 		$4.54M Sell
312,420
-49,444
-14% -$679K 0.3% 117
2014
Q3 		$4.72M Buy
361,864
+132,152
+58% +$1.76M 0.31% 106
2014
Q2 		$2.97M Buy
+229,712
New +$2.59M 0.2% 139

Other funds holding PIPR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bogle Investment Management's PIPR Position: Q1 2021 in Review

Bogle Investment Management sold out of Piper Sandler (PIPR) in Q1 2021, closing a stake of 10,144 shares — an estimated $256K sold.

Bogle Investment Management first reported a position in PIPR in Q2 2014 and held it in 14 quarters. The position peaked at $4.72M in Q3 2014. 215 funds tracked by Wall St. Rank hold PIPR as of Q1 2021.

  • Bogle Investment Management reported no remaining Piper Sandler position as of Q1 2021 after selling out during the quarter.
  • Bogle Investment Management sold 10,144 Piper Sandler shares in Q1 2021, an estimated $256K.
  • Bogle Investment Management first reported a position in Piper Sandler in Q2 2014 and held it in 14 quarters.
  • Bogle Investment Management's Piper Sandler position peaked at $4.72M in Q3 2014.
  • 215 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2021.

Based on Bogle Investment Management's 13F filing for Q1 2021.