Valeo Financial Advisors’s Aptiv APTV Stock Holding History

Valeo Financial Advisors’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,473	Closed	-$277K	–	617
2023 Q1	$277K	Buy	+2,473	New	+$273K	0.01%	460
2021 Q2	–	Sell	-85	Closed	-$12K	–	595
2021 Q1	$12K	Hold	85	–	–	﹤0.01%	1306
2020 Q4	$11K	Buy	+85	New	+$9.44K	﹤0.01%	1169
2020 Q3	–	Sell	-49	Closed	-$4K	–	1597
2020 Q2	$4K	Buy	49 +14	+40%	+$964	﹤0.01%	1567
2020 Q1	$2K	Buy	+35	New	+$2.75K	﹤0.01%	1483
2019 Q2	–	Sell	-73	Closed	-$6K	–	1546
2019 Q1	$6K	Hold	73	–	–	﹤0.01%	1080
2018 Q4	$4K	Sell	73 -51	-41%	-$3.7K	﹤0.01%	1117
2018 Q3	$10K	Buy	124 +15	+14%	+$1.37K	﹤0.01%	956
2018 Q2	$10K	Hold	109	–	–	﹤0.01%	932
2018 Q1	$9K	Hold	109	–	–	﹤0.01%	948
2017 Q4	$9K	Buy	+109	New	+$10.4K	﹤0.01%	849

Other funds holding APTV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return