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Aperio Group’s WD-40 WDFC Stock Holding History

Aperio Group’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$3.79M Buy
14,255
+898
+7% +$217K 0.01% 953
2020
Q3 		$2.53M Sell
13,357
-29
-0.2% -$5.69K 0.01% 1010
2020
Q2 		$2.65M Buy
13,386
+586
+5% +$106K 0.01% 983
2020
Q1 		$2.57M Buy
12,800
+213
+2% +$40.1K 0.01% 914
2019
Q4 		$2.44M Buy
12,587
+88
+0.7% +$16.6K 0.01% 1007
2019
Q3 		$2.29M Buy
12,499
+292
+2% +$52.5K 0.01% 997
2019
Q2 		$1.94M Sell
12,207
-684
-5% -$112K 0.01% 1069
2019
Q1 		$2.18M Buy
12,891
+29
+0.2% +$5.11K 0.01% 1003
2018
Q4 		$2.36M Buy
12,862
+382
+3% +$64.7K 0.01% 917
2018
Q3 		$2.15M Buy
12,480
+104
+0.8% +$17.4K 0.01% 1031
2018
Q2 		$1.81M Buy
12,376
+625
+5% +$86.1K 0.01% 1074
2018
Q1 		$1.55M Buy
11,751
+319
+3% +$40.2K 0.01% 1106
2017
Q4 		$1.35M Buy
11,432
+756
+7% +$86.7K 0.01% 1157
2017
Q3 		$1.2M Buy
10,676
+2,145
+25% +$231K 0.01% 1174
2017
Q2 		$941K Sell
8,531
-939
-10% -$99.9K 0.01% 1271
2017
Q1 		$1.03M Buy
9,470
+548
+6% +$59.6K 0.01% 1161
2016
Q4 		$1.04M Buy
8,922
+163
+2% +$17.9K 0.01% 1109
2016
Q3 		$985K Buy
8,759
+1,038
+13% +$121K 0.01% 1106
2016
Q2 		$907K Buy
7,721
+207
+3% +$22.4K 0.01% 1125
2016
Q1 		$812K Buy
7,514
+869
+13% +$89.8K 0.01% 1137
2015
Q4 		$656K Buy
6,645
+308
+5% +$29.9K 0.01% 1203
2015
Q3 		$564K Buy
6,337
+698
+12% +$60.8K 0.01% 1231
2015
Q2 		$491K Buy
5,639
+323
+6% +$27.4K 0.01% 1329
2015
Q1 		$471K Buy
5,316
+700
+15% +$58.8K 0.01% 1315
2014
Q4 		$393K Buy
4,616
+1,248
+37% +$94.9K ﹤0.01% 1357
2014
Q3 		$229K Buy
3,368
+602
+22% +$41.8K ﹤0.01% 1531
2014
Q2 		$208K Buy
2,766
+3
+0.1% +$220 ﹤0.01% 1597
2014
Q1 		$214K Buy
+2,763
New +$201K ﹤0.01% 1822
2013
Q4 		– Hold
0
– – – 1747

Other funds holding WDFC

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Aperio Group's WDFC Position: Q4 2020 in Review

Aperio Group increased its WD-40 (WDFC) stake by 6.7% in Q4 2020, buying an estimated $217K and bringing the position to 14,255 shares worth $3.79M. The position accounts for 0.01% of the portfolio, ranked #953.

Aperio Group first reported a position in WDFC in Q1 2014 and has held it in 28 quarters since. 316 funds tracked by Wall St. Rank hold WDFC as of Q4 2020.

  • Aperio Group held 14,255 shares of WD-40 worth $3.79M as of Q4 2020.
  • Aperio Group bought 898 WD-40 shares in Q4 2020, an estimated $217K.
  • WD-40 made up 0.01% of Aperio Group's portfolio in Q4 2020, its #953 holding.
  • Aperio Group first reported a position in WD-40 in Q1 2014 and has held it in 28 quarters since.
  • 316 funds tracked by Wall St. Rank held WD-40 as of Q4 2020.

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