Key Takeaways
- • Chicago Partners Investment Group increased its Costco Wholesale position by 6.8% to 10,188 shares in the third quarter, according to recent regulatory filings.
- • Basso Capital Management opened a new Costco position of 546 shares during the quarter.
- • Kelleher Financial Advisors reduced its Costco holdings by 61.9%, leaving it with 586 shares.
- • Institutional investors and hedge funds collectively owned 68.48% of Costco stock, per the filings cited.
- • Separate filings showed sizable second-quarter additions by State Street, Bank of America and UBS.
Summary
Recent regulatory filings show mixed institutional activity in Costco Wholesale shares during the third quarter. Chicago Partners Investment Group increased its position by 6.8% to 10,188 shares, while Basso Capital Management established a new position with 546 shares. In contrast, Kelleher Financial Advisors reduced its holdings by 61.9%, leaving it with 586 shares.
Separately, filings also disclosed sizable second-quarter additions by major investors, including State Street, Bank of America and UBS. Institutional investors and hedge funds collectively owned 68.48% of Costco stock, according to the reports summarized by IJR News.
The reports also noted continued analyst coverage of the stock. The available excerpts, however, do not provide a complete consensus view of analyst sentiment on the shares.
Separately, filings also disclosed sizable second-quarter additions by major investors, including State Street, Bank of America and UBS. Institutional investors and hedge funds collectively owned 68.48% of Costco stock, according to the reports summarized by IJR News.
The reports also noted continued analyst coverage of the stock. The available excerpts, however, do not provide a complete consensus view of analyst sentiment on the shares.
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