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Aperio Group’s BWX Technologies BWXT Stock Holding History

Aperio Group’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$3.26M Buy
54,038
+180
+0.3% +$10.4K 0.01% 1018
2020
Q3 		$3.03M Sell
53,858
-266
-0.5% -$14.9K 0.01% 922
2020
Q2 		$3.07M Sell
54,124
-1,928
-3% -$108K 0.01% 921
2020
Q1 		$2.73M Sell
56,052
-1,059
-2% -$62.9K 0.01% 887
2019
Q4 		$3.54M Sell
57,111
-243
-0.4% -$14.4K 0.01% 862
2019
Q3 		$3.28M Sell
57,354
-164
-0.3% -$9.16K 0.01% 861
2019
Q2 		$3M Sell
57,518
-2,304
-4% -$115K 0.01% 897
2019
Q1 		$2.97M Buy
59,822
+2,708
+5% +$128K 0.01% 882
2018
Q4 		$2.18M Buy
57,114
+29,276
+105% +$1.45M 0.01% 950
2018
Q3 		$1.74M Buy
27,838
+941
+3% +$59.6K 0.01% 1112
2018
Q2 		$1.68M Sell
26,897
-1,365
-5% -$90.8K 0.01% 1108
2018
Q1 		$1.79M Buy
28,262
+2,216
+9% +$140K 0.01% 1054
2017
Q4 		$1.58M Buy
26,046
+442
+2% +$26.7K 0.01% 1089
2017
Q3 		$1.43M Sell
25,604
-1,070
-4% -$56.8K 0.01% 1085
2017
Q2 		$1.3M Buy
26,674
+7,590
+40% +$368K 0.01% 1112
2017
Q1 		$908K Sell
19,084
-2,761
-13% -$121K 0.01% 1220
2016
Q4 		$867K Sell
21,845
-8,106
-27% -$315K 0.01% 1198
2016
Q3 		$1.15M Buy
29,951
+1,517
+5% +$57.3K 0.01% 1042
2016
Q2 		$1.02M Buy
28,434
+3,287
+13% +$113K 0.01% 1064
2016
Q1 		$844K Buy
25,147
+1,618
+7% +$50K 0.01% 1124
2015
Q4 		$748K Sell
23,529
-639
-3% -$18.8K 0.01% 1135
2015
Q3 		$637K Sell
24,168
-40,660
-63% -$1.04M 0.01% 1175
2015
Q2 		$1.52M Buy
64,828
+3,084
+5% +$72.4K 0.02% 817
2015
Q1 		$1.42M Buy
61,744
+37,324
+153% +$785K 0.02% 808
2014
Q4 		$529K Buy
24,420
+10,854
+80% +$227K 0.01% 1191
2014
Q3 		$269K Buy
13,566
+816
+6% +$17.6K ﹤0.01% 1451
2014
Q2 		$296K Sell
12,750
-2,182
-15% -$51.8K ﹤0.01% 1407
2014
Q1 		$355K Buy
+14,932
New +$360K 0.01% 1508
2013
Q4 		– Sell
-15,948
Closed -$374K – 1381
2013
Q3 		$385K Buy
15,948
+2,713
+20% +$61.5K 0.01% 1275
2013
Q2 		$284K Buy
+13,235
New +$269K 0.01% 1304

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aperio Group's BWXT Position: Q4 2020 in Review

Aperio Group increased its BWX Technologies (BWXT) stake by 0.33% in Q4 2020, buying an estimated $10.4K and bringing the position to 54,038 shares worth $3.26M. The position accounts for 0.01% of the portfolio, ranked #1018.

Aperio Group first reported a position in BWXT in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.54M in Q4 2019. 280 funds tracked by Wall St. Rank hold BWXT as of Q4 2020.

  • Aperio Group held 54,038 shares of BWX Technologies worth $3.26M as of Q4 2020.
  • Aperio Group bought 180 BWX Technologies shares in Q4 2020, an estimated $10.4K.
  • BWX Technologies made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1018 holding.
  • Aperio Group first reported a position in BWX Technologies in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's BWX Technologies position peaked at $3.54M in Q4 2019.
  • 280 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2020.

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