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Aperio Group’s Peloton Interactive PTON Stock Holding History

Aperio Group’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$6.12M Buy
40,352
+26,220
+186% +$3.19M 0.02% 740
2020
Q3 		$1.4M Buy
+14,132
New +$1.04M ﹤0.01% 1281

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Aperio Group's PTON Position: Q4 2020 in Review

Aperio Group increased its Peloton Interactive (PTON) stake by 186% in Q4 2020, buying an estimated $3.19M and bringing the position to 40,352 shares worth $6.12M. The position accounts for 0.02% of the portfolio, ranked #740.

Aperio Group first reported a position in PTON in Q3 2020 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold PTON as of Q4 2020.

  • Aperio Group held 40,352 shares of Peloton Interactive worth $6.12M as of Q4 2020.
  • Aperio Group bought 26,220 Peloton Interactive shares in Q4 2020, an estimated $3.19M.
  • Peloton Interactive made up 0.02% of Aperio Group's portfolio in Q4 2020, its #740 holding.
  • Aperio Group first reported a position in Peloton Interactive in Q3 2020 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2020.

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