Shifting Tides: Aperio Group, LLC Q3 2020 vs. Q4 2020 13F Holdings Comparison

The end of the year is often a time of reflection and analysis, and this rings true even for large investment firms. Aperio Group, LLC, a California-based investment management firm, recently released its Q3 2020 vs. Q4 2020 13F holdings comparison, and the changes are worth examining. In this blog post, we will explore the shifts in Aperio Group's holdings and what they might indicate about the current state of the market.

Introduction:

Aperio Group, LLC is a quantitative investment manager that specializes in customized index-tracking separate accounts. The company recently filed its 13F form with the SEC, which discloses the company's holdings as of the end of Q4 2020. Aperio Group's 13F form is publicly available, and it provides valuable insights into the changes in the company's holdings.

Main Body:

Aperio Group's Q3 2020 vs. Q4 2020 13F Holdings Comparison reveals that the company increased its holdings in some companies while decreasing its stake in others. The biggest winners were Apple Inc, Microsoft Corp, and Taiwan Semiconductor Mfg Ltd, with Aperio Group increasing its positions in these companies by 0.13%, 0.07%, and 0.02%, respectively. Tesla Inc had the biggest jump, with Aperio Group increasing its position by a staggering 100.1%.

On the other hand, Aperio Group decreased its positions in companies like Amgen Inc, Toyota Motor Corp, and AT&T Inc, with decreases of 14.9%, 12.3%, and 21.8%, respectively. Alibaba Group Holding Ltd, one of Aperio Group's top holdings in Q3 2020, also took a hit, with the company decreasing its position by 20.8%.

One notable trend in Aperio Group's Q4 2020 holdings is the shift towards technology and healthcare companies. The company increased its holdings in companies like Apple Inc, Microsoft Corp, and Abbott Labs, all of which fall into these sectors. This could be a reflection of the ongoing COVID-19 pandemic and the increased demand for tech and healthcare-related products and services.

Another trend is the decrease in Aperio Group's holdings in communication services companies. The company decreased its position in AT&T Inc, Verizon Communications Inc, and Comcast Corp, all of which fall into this sector. This could be a reflection of the ongoing shift towards remote work, which has impacted traditional communication services companies.

Conclusion:

Overall, Aperio Group's Q3 2020 vs. Q4 2020 13F Holdings Comparison provides valuable insights into the company's investment strategy and the shifts in the market. The trend towards technology and healthcare companies suggests that these sectors may be a safe bet for investors, while the decrease in communication services companies may indicate a changing landscape. As always, investors should do their own research and analysis before making any investment decisions.