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Aperio Group’s BJ's Restaurants BJRI Stock Holding History

Aperio Group’s Portfolio BJRI Stock Details BJRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$458K Sell
11,908
-10
-0.1% -$341 ﹤0.01% 2008
2020
Q3 		$351K Buy
+11,918
New +$307K ﹤0.01% 1997
2019
Q3 		– Sell
-3,062
Closed -$135K – 2359
2019
Q2 		$135K Buy
+3,062
New +$140K ﹤0.01% 2300
2018
Q4 		– Sell
-3,158
Closed -$228K – 2294
2018
Q3 		$228K Buy
+3,158
New +$212K ﹤0.01% 2139
2017
Q3 		– Sell
-6,593
Closed -$246K – 2219
2017
Q2 		$246K Buy
6,593
+45
+0.7% +$1.91K ﹤0.01% 2007
2017
Q1 		$265K Buy
6,548
+395
+6% +$14.6K ﹤0.01% 1883
2016
Q4 		$242K Buy
+6,153
New +$229K ﹤0.01% 1895
2016
Q3 		– Sell
-5,153
Closed -$226K – 2067
2016
Q2 		$226K Sell
5,153
-93
-2% -$4.12K ﹤0.01% 1801
2016
Q1 		$218K Buy
+5,246
New +$224K ﹤0.01% 1832
2015
Q3 		– Sell
-4,815
Closed -$233K – 1946
2015
Q2 		$233K Buy
4,815
+555
+13% +$26.8K ﹤0.01% 1777
2015
Q1 		$215K Sell
4,260
-16
-0.4% -$787 ﹤0.01% 1788
2014
Q4 		$215K Buy
+4,276
New +$187K ﹤0.01% 1695

Other funds holding BJRI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group's BJRI Position: Q4 2020 in Review

Aperio Group reduced its BJ's Restaurants (BJRI) stake by 0.08% in Q4 2020, selling an estimated $341 and leaving 11,908 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Aperio Group first reported a position in BJRI in Q4 2014 and has held it in 12 quarters since. 152 funds tracked by Wall St. Rank hold BJRI as of Q4 2020.

  • Aperio Group held 11,908 shares of BJ's Restaurants worth $458K as of Q4 2020.
  • Aperio Group sold 10 BJ's Restaurants shares in Q4 2020, an estimated $341.
  • BJ's Restaurants made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2008 holding.
  • Aperio Group first reported a position in BJ's Restaurants in Q4 2014 and has held it in 12 quarters since.
  • 152 funds tracked by Wall St. Rank held BJ's Restaurants as of Q4 2020.

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