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Aperio Group’s BJs Wholesale Club BJ Stock Holding History

Aperio Group’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$3.48M Buy
93,235
+24,061
+35% +$961K 0.01% 994
2020
Q3 		$2.87M Sell
69,174
-11,739
-15% -$485K 0.01% 950
2020
Q2 		$3.02M Buy
80,913
+51,492
+175% +$1.58M 0.01% 926
2020
Q1 		$749K Buy
+29,421
New +$661K ﹤0.01% 1426
2019
Q3 		– Sell
-2,211
Closed -$58K – 2358
2019
Q2 		$58K Buy
+2,211
New +$58.8K ﹤0.01% 2507

Other funds holding BJ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's BJ Position: Q4 2020 in Review

Aperio Group increased its BJs Wholesale Club (BJ) stake by 35% in Q4 2020, buying an estimated $961K and bringing the position to 93,235 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #994.

Aperio Group first reported a position in BJ in Q2 2019 and has held it in 5 quarters since. 329 funds tracked by Wall St. Rank hold BJ as of Q4 2020.

  • Aperio Group held 93,235 shares of BJs Wholesale Club worth $3.48M as of Q4 2020.
  • Aperio Group bought 24,061 BJs Wholesale Club shares in Q4 2020, an estimated $961K.
  • BJs Wholesale Club made up 0.01% of Aperio Group's portfolio in Q4 2020, its #994 holding.
  • Aperio Group first reported a position in BJs Wholesale Club in Q2 2019 and has held it in 5 quarters since.
  • 329 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.