AG
BJ icon

Algert Global’s BJs Wholesale Club BJ Stock Holding History

Algert Global’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.35M Buy
+64,540
New +$6.23M 0.1% 365
2025
Q3 		– Sell
-89,488
Closed -$9.65M – 1140
2025
Q2 		$9.65M Buy
89,488
+68,420
+325% +$7.79M 0.2% 139
2025
Q1 		$2.4M Sell
21,068
-9,170
-30% -$944K 0.06% 546
2024
Q4 		$2.7M Buy
30,238
+12,040
+66% +$1.09M 0.06% 504
2024
Q3 		$1.5M Hold
18,198
– – 0.04% 654
2024
Q2 		$1.6M Buy
+18,198
New +$1.47M 0.05% 534
2023
Q3 		– Sell
-16,575
Closed -$1.04M – 1114
2023
Q2 		$1.04M Sell
16,575
-62,057
-79% -$4.29M 0.05% 646
2023
Q1 		$5.98M Buy
78,632
+54,153
+221% +$3.93M 0.28% 62
2022
Q4 		$1.62M Hold
24,479
– – 0.09% 372
2022
Q3 		$1.78M Buy
24,479
+12,902
+111% +$925K 0.11% 310
2022
Q2 		$721K Sell
11,577
-25,920
-69% -$1.63M 0.05% 611
2022
Q1 		$2.54M Buy
37,497
+30,295
+421% +$1.9M 0.17% 156
2021
Q4 		$482K Buy
+7,202
New +$450K 0.06% 550

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return