PPA
KYO

Parametric Portfolio Associates’s Kyocera Adr KYO Stock Holding History

Parametric Portfolio Associates’s Portfolio KYO Stock Details KYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-659,904
Closed -$42.3M – 3650
2021
Q1 		$42.3M Buy
659,904
+68,600
+12% +$4.4M 0.02% 673
2020
Q4 		$36.5M Buy
591,304
+86,165
+17% +$5.31M 0.02% 690
2020
Q3 		$28.9M Sell
505,139
-34,854
-6% -$2M 0.02% 694
2020
Q2 		$29.4M Sell
539,993
-132,821
-20% -$7.23M 0.02% 659
2020
Q1 		$39.4M Buy
672,814
+166,988
+33% +$9.79M 0.04% 444
2019
Q4 		$34.6M Sell
505,826
-53,518
-10% -$3.66M 0.03% 647
2019
Q3 		$34.9M Buy
559,344
+30,451
+6% +$1.9M 0.03% 597
2019
Q2 		$34.7M Buy
528,893
+15,919
+3% +$1.04M 0.03% 603
2019
Q1 		$30.2M Buy
512,974
+54,489
+12% +$3.21M 0.03% 650
2018
Q4 		$22.8M Sell
458,485
-14,401
-3% -$718K 0.02% 723
2018
Q3 		$28.4M Buy
472,886
+26,588
+6% +$1.59M 0.02% 676
2018
Q2 		$25M Buy
446,298
+50,539
+13% +$2.98M 0.02% 708
2018
Q1 		$22.5M Buy
395,759
+13,811
+4% +$848K 0.02% 747
2017
Q4 		$25M Buy
381,948
+29,536
+8% +$2M 0.03% 664
2017
Q3 		$21.9M Buy
352,412
+41,610
+13% +$2.5M 0.02% 684
2017
Q2 		$18.1M Buy
310,802
+31,357
+11% +$1.81M 0.02% 728
2017
Q1 		$15.7M Buy
279,445
+58,196
+26% +$3.15M 0.02% 781
2016
Q4 		$11M Buy
221,249
+46,101
+26% +$2.25M 0.02% 956
2016
Q3 		$8.43M Buy
175,148
+5,129
+3% +$247K 0.01% 1111
2016
Q2 		$8.1M Buy
170,019
+14,278
+9% +$687K 0.01% 1106
2016
Q1 		$6.88M Buy
155,741
+25,334
+19% +$1.1M 0.01% 1250
2015
Q4 		$6.01M Sell
130,407
-4,525
-3% -$214K 0.01% 1202
2015
Q3 		$6.21M Buy
134,932
+29,353
+28% +$1.46M 0.01% 973
2015
Q2 		$5.49M Buy
105,579
+11,007
+12% +$602K 0.01% 1238
2015
Q1 		$5.19M Buy
94,572
+14,090
+18% +$682K 0.01% 1264
2014
Q4 		$3.69M Buy
80,482
+6,252
+8% +$287K 0.01% 1556
2014
Q3 		$3.47M Buy
74,230
+5,364
+8% +$256K 0.01% 1533
2014
Q2 		$3.28M Buy
68,866
+11,013
+19% +$505K 0.01% 1593
2014
Q1 		$2.62M Sell
57,853
-3,493
-6% -$161K 0.01% 1758
2013
Q4 		$3.08M Buy
61,346
+5,038
+9% +$257K 0.01% 1586
2013
Q3 		$3M Buy
56,308
+4,420
+9% +$232K 0.01% 1480
2013
Q2 		$2.64M Buy
+51,888
New +$2.56M 0.01% 1508

Other funds holding KYO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Parametric Portfolio Associates's KYO Position: Q2 2021 in Review

Parametric Portfolio Associates sold out of Kyocera Adr (KYO) in Q2 2021, closing a stake of 659,904 shares — an estimated $42.3M sold.

Parametric Portfolio Associates first reported a position in KYO in Q2 2013 and held it in 32 quarters. The position peaked at $42.3M in Q1 2021. 5 funds tracked by Wall St. Rank hold KYO as of Q2 2021.

  • Parametric Portfolio Associates reported no remaining Kyocera Adr position as of Q2 2021 after selling out during the quarter.
  • Parametric Portfolio Associates sold 659,904 Kyocera Adr shares in Q2 2021, an estimated $42.3M.
  • Parametric Portfolio Associates first reported a position in Kyocera Adr in Q2 2013 and held it in 32 quarters.
  • Parametric Portfolio Associates's Kyocera Adr position peaked at $42.3M in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2021.

Based on Parametric Portfolio Associates's 13F filing for Q2 2021, filed 13 Aug 2021.