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Aperio Group’s Bridgewater Bancshares BWB Stock Holding History

Aperio Group’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,149
Closed -$154K – 2342
2019
Q4 		$154K Buy
11,149
+670
+6% +$8.49K ﹤0.01% 2230
2019
Q3 		$125K Sell
10,479
-97
-0.9% -$1.13K ﹤0.01% 2224
2019
Q2 		$122K Sell
10,576
-73
-0.7% -$795 ﹤0.01% 2325
2019
Q1 		$110K Buy
+10,649
New +$116K ﹤0.01% 2237

Other funds holding BWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's BWB Position: Q1 2020 in Review

Aperio Group sold out of Bridgewater Bancshares (BWB) in Q1 2020, closing a stake of 11,149 shares — an estimated $154K sold.

Aperio Group first reported a position in BWB in Q1 2019 and held it in 4 quarters. The position peaked at $154K in Q4 2019. 84 funds tracked by Wall St. Rank hold BWB as of Q1 2020.

  • Aperio Group reported no remaining Bridgewater Bancshares position as of Q1 2020 after selling out during the quarter.
  • Aperio Group sold 11,149 Bridgewater Bancshares shares in Q1 2020, an estimated $154K.
  • Aperio Group first reported a position in Bridgewater Bancshares in Q1 2019 and held it in 4 quarters.
  • Aperio Group's Bridgewater Bancshares position peaked at $154K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2020.

Based on Aperio Group's 13F filing for Q1 2020, filed 5 May 2020.