$33.8 Billion is the total value of Aperio Group, LLC's 3227 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR RUS 1000 ETFrus 1000 etf | $2,964,000 | +13.2% | 13,991 | 0.0% | 0.01% | 0.0% | |
| SDY | SPDR S&P DIVIDEND ETFs&p divid etf | $891,000 | +14.7% | 8,411 | 0.0% | 0.00% | 0.0% | |
| LOMA | LOMA NEGRA CORPsponsored ads | $416,000 | +42.5% | 67,675 | 0.0% | 0.00% | 0.0% | |
| GWX | SPDR S&P INTERNATIONAL SMALL CAP ETFs&p intl smlcp | $237,000 | +16.2% | 6,704 | 0.0% | 0.00% | 0.0% | |
| ET | ENERGY TRANSFER LP | $384,000 | +14.3% | 62,076 | 0.0% | 0.00% | 0.0% | |
| NEP | NEXTERA ENERGY PARTNERS LP UNIT PART IN | $258,000 | +12.2% | 3,844 | 0.0% | 0.00% | 0.0% | |
| CLSD | CLEARSIDE BIOMEDICAL INC | $52,000 | +79.3% | 18,810 | 0.0% | 0.00% | – | |
| GTE | GRAN TIERRA ENERGY INC | $4,000 | +100.0% | 10,459 | 0.0% | 0.00% | – | |
| URG | UR ENERGY INC | $21,000 | +61.5% | 26,625 | 0.0% | 0.00% | – | |
| IDRA | IDERA PHARMACEUTICALS INC | $77,000 | +71.1% | 21,103 | 0.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 30 | Q4 2020 | 5.9% |
| MICROSOFT CORP | 30 | Q4 2020 | 4.7% |
| AMAZON COM INC COM | 30 | Q4 2020 | 3.6% |
| JOHNSON & JOHNSON | 30 | Q4 2020 | 1.8% |
| JPMORGAN CHASE & CO | 30 | Q4 2020 | 1.3% |
| PROCTER & GAMBLE COMP | 30 | Q4 2020 | 1.2% |
| EXXON MOBIL CORP COM | 30 | Q4 2020 | 1.9% |
| FACEBOOK INC CL A | 30 | Q4 2020 | 1.6% |
| PFIZER INC | 30 | Q4 2020 | 1.2% |
| UNITEDHEALTH GROUP INC | 30 | Q4 2020 | 1.1% |
View Aperio Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-02-13 |
| 13F-NT | 2023-11-13 |
| 13F-NT | 2023-08-11 |
| 13F-NT | 2023-05-12 |
| 13F-NT | 2023-02-10 |
| 13F-NT | 2022-11-14 |
| 13F-NT | 2022-08-12 |
| 13F-NT | 2022-05-12 |
| 13F-NT | 2022-02-10 |
| 13F-NT | 2021-11-09 |
View Aperio Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.